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BOLTON SECURITIES CORPORATION’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$41.6K Hold
302
– – ﹤0.01% 1399
2026
Q2 		$44.6K Hold
302
– – ﹤0.01% 1378
2026
Q1 		$40K Buy
+302
New +$41.4K ﹤0.01% 1283
2025
Q3 		$36.9K Buy
+285
New +$36.5K ﹤0.01% 1226
2025
Q1 		$33.9K Buy
+283
New +$35.4K ﹤0.01% 1148

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IJJ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 302 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

BOLTON SECURITIES CORPORATION first reported a position in IJJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $44.6K in Q2 2026. 664 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 302 shares of iShares S&P Mid-Cap 400 Value ETF worth $41.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1399 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares S&P Mid-Cap 400 Value ETF position peaked at $44.6K in Q2 2026.
  • 664 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.