Synergy Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Synergy Investment Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.2K	Sell	360 -7	-2%	-$990	0.01%	374
2026 Q1	$48.6K	Buy	+367	New	+$50.3K	0.02%	284
2025 Q2	–	Sell	-379	Closed	-$45.4K	–	307
2025 Q1	$45.4K	Sell	379 -390	-51%	-$48.8K	0.02%	244
2024 Q4	$96.1K	Buy	+769	New	+$98.2K	0.04%	178

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Synergy Investment Management's IJJ Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.9% in Q2 2026, selling an estimated $990 and leaving 360 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #374.

Synergy Investment Management first reported a position in IJJ in Q4 2024 and has held it in 4 quarters since. The position peaked at $96.1K in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Synergy Investment Management held 360 shares of iShares S&P Mid-Cap 400 Value ETF worth $53.2K as of Q2 2026.
Synergy Investment Management sold 7 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $990.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #374 holding.
Synergy Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $96.1K in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.