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

World Investment Advisors’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 		$35.2M Buy
265,442
+9,582
+4% +$1.31M 0.57% 32
2025
Q4 		$33.7M Buy
255,860
+40,816
+19% +$5.31M 0.55% 32
2025
Q3 		$27.9M Buy
215,044
+210,396
+4,527% +$26.9M 0.57% 31
2025
Q2 		$574K Sell
4,648
-217,734
-98% -$25.6M 0.01% 684
2025
Q1 		$26.6M Buy
222,382
+215,671
+3,214% +$27M 0.69% 25
2024
Q4 		$839K Sell
6,711
-171,098
-96% -$21.8M 0.02% 522
2024
Q3 		$22.1M Buy
177,809
+843
+0.5% +$100K 0.69% 27
2024
Q2 		$1.79M Buy
176,966
+173,239
+4,648% +$19.8M 0.11% 175
2024
Q1 		$441K Sell
3,727
-20,253
-84% -$2.28M 0.06% 238
2023
Q4 		$2.73M Sell
23,980
-156,484
-87% -$16.1M 0.36% 64
2023
Q3 		$18.3M Buy
180,464
+159,967
+780% +$17.1M 3.63% 5
2023
Q2 		$2.2M Buy
20,497
+778
+4% +$79K 0.42% 44
2023
Q1 		$2.03M Sell
19,719
-179,858
-90% -$19.2M 0.42% 47
2022
Q4 		$20.1M Buy
199,577
+197,260
+8,514% +$19.7M 4.61% 4
2022
Q3 		$208K Sell
2,317
-309
-12% -$30.8K 0.05% 227
2022
Q2 		$269K Sell
2,626
-222,233
-99% -$22.7M 0.06% 209
2022
Q1 		$24.7M Buy
224,859
+2,882
+1% +$311K 5.12% 3
2021
Q4 		$23.9M Buy
221,977
+210,556
+1,844% +$22.9M 5.01% 3
2021
Q3 		$1.18M Sell
11,421
-10,059
-47% -$1.06M 0.27% 66
2021
Q2 		$2.26M Sell
21,480
-3,186
-13% -$340K 0.52% 37
2021
Q1 		$2.65M Sell
24,666
-188,515
-88% -$18M 0.64% 28
2020
Q4 		$20.2M Buy
+213,181
New +$16.7M 5.13% 3
2020
Q2 		– Sell
-14,590
Closed -$801K – 175
2020
Q1 		$801K Sell
14,590
-6,038
-29% -$454K 0.37% 47
2019
Q4 		$1.76M Sell
20,628
-253,166
-92% -$20.8M 0.69% 28
2019
Q3 		$21.9M Buy
+273,794
New +$21.6M 9.38% 1
2019
Q1 		– Sell
-246,668
Closed -$17.1M – 138
2018
Q4 		$17.1M Buy
+246,668
New +$18.9M 7.66% 2

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
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

World Investment Advisors's IJJ Position: Q1 2026 in Review

World Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.7% in Q1 2026, buying an estimated $1.31M and bringing the position to 265,442 shares worth $35.2M. The position accounts for 0.57% of the portfolio, ranked #32.

World Investment Advisors first reported a position in IJJ in Q4 2018 and has held it in 26 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • World Investment Advisors held 265,442 shares of iShares S&P Mid-Cap 400 Value ETF worth $35.2M as of Q1 2026.
  • World Investment Advisors bought 9,582 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.31M.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.57% of World Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • World Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.