V2 Financial group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

V2 Financial group’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	$239K	Hold	1,800	–	–	0.11%	95
2025 Q4	$237K	Hold	1,800	–	–	0.12%	86
2025 Q3	$233K	Hold	1,800	–	–	0.13%	81
2025 Q2	$222K	Hold	1,800	–	–	0.13%	77
2025 Q1	$216K	Hold	1,800	–	–	0.14%	75
2024 Q4	$225K	Hold	1,800	–	–	0.14%	75
2024 Q3	$223K	Hold	1,800	–	–	0.14%	73
2024 Q2	$218K	Hold	1,800	–	–	0.15%	73
2024 Q1	$213K	Hold	1,800	–	–	0.15%	68
2023 Q4	$205K	Buy	+1,800	New	+$185K	0.14%	62

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 $18.1B AUM 24.63% 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 $10.1B AUM 29.18% 1-Year Est. Return

V2 Financial group's IJJ Position: Q1 2026 in Review

V2 Financial group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 1,800 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #95.

V2 Financial group first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. 843 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

V2 Financial group held 1,800 shares of iShares S&P Mid-Cap 400 Value ETF worth $239K as of Q1 2026.
V2 Financial group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of V2 Financial group's portfolio in Q1 2026, its #95 holding.
V2 Financial group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
843 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.