Westwood Holdings Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Westwood Holdings 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	$235K	Hold	1,770	–	–	﹤0.01%	444
2025 Q4	$233K	Hold	1,770	–	–	﹤0.01%	471
2025 Q3	$230K	Hold	1,770	–	–	﹤0.01%	477
2025 Q2	$219K	Hold	1,770	–	–	﹤0.01%	471
2025 Q1	$212K	Hold	1,770	–	–	﹤0.01%	454
2024 Q4	$221K	Hold	1,770	–	–	﹤0.01%	472
2024 Q3	$219K	Hold	1,770	–	–	﹤0.01%	460
2024 Q2	$201K	Hold	1,770	–	–	﹤0.01%	446
2024 Q1	$209K	Hold	1,770	–	–	﹤0.01%	453
2023 Q4	$202K	Buy	+1,770	New	+$182K	﹤0.01%	452

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 $424B AUM 22.96% 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 $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Westwood Holdings Group's IJJ Position: Q1 2026 in Review

Westwood Holdings Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 1,770 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Westwood Holdings Group first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. 847 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Westwood Holdings Group held 1,770 shares of iShares S&P Mid-Cap 400 Value ETF worth $235K as of Q1 2026.
Westwood Holdings 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 ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #444 holding.
Westwood Holdings 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.
847 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.