Thoroughbred Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Thoroughbred Financial Services’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 Q1	$305K	Buy	2,308 +36	+2%	+$4.93K	0.02%	481
2025 Q4	$299K	Sell	2,272 -488	-18%	-$63.5K	0.02%	484
2025 Q3	$358K	Buy	2,760 +1	+0%	+$128	0.02%	442
2025 Q2	$341K	Hold	2,759	–	–	0.02%	440
2025 Q1	$330K	Hold	2,759	–	–	0.02%	519
2024 Q4	$344K	Buy	2,759 +1	+0%	+$128	0.02%	509
2024 Q3	$341K	Buy	2,758 +95	+4%	+$11.3K	0.02%	491
2024 Q2	$302K	Buy	2,663 +1	+0%	+$114	0.02%	502
2024 Q1	$315K	Buy	+2,662	New	+$300K	0.03%	365
2022 Q2	–	Sell	-1,886	Closed	-$206K	–	380
2022 Q1	$206K	Buy	+1,886	New	+$204K	0.03%	353

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Thoroughbred Financial Services's IJJ Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.6% in Q1 2026, buying an estimated $4.93K and bringing the position to 2,308 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #481.

Thoroughbred Financial Services first reported a position in IJJ in Q1 2022 and has held it in 10 quarters since. The position peaked at $358K in Q3 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Thoroughbred Financial Services held 2,308 shares of iShares S&P Mid-Cap 400 Value ETF worth $305K as of Q1 2026.
Thoroughbred Financial Services bought 36 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $4.93K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #481 holding.
Thoroughbred Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 10 quarters since.
Thoroughbred Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $358K in Q3 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.