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

Yanni & Associates 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
Q2 		$650K Hold
4,400
– – 0.6% 18
2026
Q1 		$583K Hold
4,400
– – 0.6% 21
2025
Q4 		$579K Buy
+4,400
New +$573K 0.58% 24

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yanni & Associates Investment Advisors's IJJ Position: Q2 2026 in Review

Yanni & Associates Investment Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,400 shares worth $650K. The position accounts for 0.6% of the portfolio, ranked #18.

Yanni & Associates Investment Advisors first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Yanni & Associates Investment Advisors held 4,400 shares of iShares S&P Mid-Cap 400 Value ETF worth $650K as of Q2 2026.
  • Yanni & Associates Investment Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.6% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Yanni & Associates Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.