Wedbush Securities’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wedbush Securities’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	$467K	Sell	3,522 -70	-2%	-$9.59K	0.01%	703
2025 Q4	$473K	Sell	3,592 -47	-1%	-$6.12K	0.01%	705
2025 Q3	$472K	Hold	3,639	–	–	0.02%	673
2025 Q2	$450K	Sell	3,639 -715	-16%	-$84.1K	0.02%	673
2025 Q1	$521K	Sell	4,354 -219	-5%	-$27.4K	0.02%	603
2024 Q4	$571K	Sell	4,573 -84	-2%	-$10.7K	0.02%	563
2024 Q3	$576K	Sell	4,657 -439	-9%	-$52.2K	0.02%	557
2024 Q2	$578K	Buy	5,096 +259	+5%	+$29.5K	0.02%	583
2024 Q1	$572K	Sell	4,837 -250	-5%	-$28.1K	0.02%	590
2023 Q4	$580K	Buy	5,087 +202	+4%	+$20.8K	0.03%	507
2023 Q3	$493K	Sell	4,885 -36	-0.7%	-$3.85K	0.02%	532
2023 Q2	$527K	Hold	4,921	–	–	0.03%	523
2023 Q1	$506K	Sell	4,921 -132	-3%	-$14.1K	0.03%	523
2022 Q4	$509K	Buy	5,053 +340	+7%	+$34K	0.03%	511
2022 Q3	$424K	Buy	4,713 +59	+1%	+$5.87K	0.02%	572
2022 Q2	$439K	Buy	4,654 +602	+15%	+$61.4K	0.02%	577
2022 Q1	$444K	Buy	4,052 +102	+3%	+$11K	0.02%	640
2021 Q4	$437K	Buy	3,950 +157	+4%	+$17.1K	0.02%	689
2021 Q3	$391K	Buy	3,793 +215	+6%	+$22.6K	0.02%	719
2021 Q2	$377K	Buy	3,578 +395	+12%	+$42.2K	0.02%	741
2021 Q1	$324K	Buy	+3,183	New	+$304K	0.02%	780
2018 Q4	–	Sell	-2,798	Closed	-$234K	–	884
2018 Q3	$234K	Buy	2,798 +158	+6%	+$13.2K	0.03%	699
2018 Q2	$214K	Hold	2,640	–	–	0.03%	701
2018 Q1	$204K	Hold	2,640	–	–	0.03%	674
2017 Q4	$211K	Hold	2,640	–	–	0.03%	696
2017 Q3	$202K	Buy	+2,640	New	+$196K	0.03%	706
2016 Q4	–	Sell	-3,382	Closed	-$225K	–	850
2016 Q3	$225K	Buy	3,382 +78	+2%	+$5.15K	0.03%	623
2016 Q2	$212K	Buy	+3,304	New	+$208K	0.03%	604

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

Wedbush Securities's IJJ Position: Q1 2026 in Review

Wedbush Securities reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.9% in Q1 2026, selling an estimated $9.59K and leaving 3,522 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #703.

Wedbush Securities first reported a position in IJJ in Q2 2016 and has held it in 28 quarters since. The position peaked at $580K in Q4 2023. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Wedbush Securities held 3,522 shares of iShares S&P Mid-Cap 400 Value ETF worth $467K as of Q1 2026.
Wedbush Securities sold 70 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $9.59K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #703 holding.
Wedbush Securities first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and has held it in 28 quarters since.
Wedbush Securities's iShares S&P Mid-Cap 400 Value ETF position peaked at $580K in Q4 2023.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.