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1834 Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

1834 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 		$13.8M Sell
93,660
-1,299
-1% -$184K 1.57% 16
2026
Q1 		$12.6M Sell
94,959
-4,511
-5% -$618K 1.57% 16
2025
Q4 		$13.1M Sell
99,470
-4,726
-5% -$615K 1.64% 15
2025
Q3 		$13.5M Sell
104,196
-7,758
-7% -$993K 1.66% 13
2025
Q2 		$13.8M Sell
111,954
-7,950
-7% -$935K 1.75% 13
2025
Q1 		$14.4M Sell
119,904
-16,989
-12% -$2.13M 1.85% 13
2024
Q4 		$17.1M Sell
136,893
-22,846
-14% -$2.92M 2.17% 10
2024
Q3 		$19.7M Sell
159,739
-17,231
-10% -$2.05M 2.3% 9
2024
Q2 		$20.1M Sell
176,970
-7,750
-4% -$884K 2.42% 9
2024
Q1 		$21.9M Sell
184,720
-18,864
-9% -$2.12M 2.6% 10
2023
Q4 		$23.2M Sell
203,584
-12,006
-6% -$1.23M 2.77% 9
2023
Q3 		$21.8M Sell
215,590
-16,475
-7% -$1.76M 2.71% 9
2023
Q2 		$24.9M Sell
232,065
-15,274
-6% -$1.55M 2.96% 7
2023
Q1 		$25.4M Sell
247,339
-24,615
-9% -$2.63M 3.04% 7
2022
Q4 		$27.4M Sell
271,954
-3,239
-1% -$323K 3.91% 5
2022
Q3 		$24.8M Sell
275,193
-15,116
-5% -$1.5M 3.71% 3
2022
Q2 		$27.4M Buy
290,309
+4,756
+2% +$485K 3.86% 3
2022
Q1 		$31.3M Sell
285,553
-2,211
-0.8% -$239K 3.83% 3
2021
Q4 		$31.9M Buy
287,764
+479
+0.2% +$52.1K 3.6% 4
2021
Q3 		$29.6M Buy
287,285
+7,596
+3% +$798K 3.61% 4
2021
Q2 		$29.5M Sell
279,689
-930
-0.3% -$99.3K 3.56% 4
2021
Q1 		$28.6M Sell
280,619
-15,413
-5% -$1.47M 3.7% 4
2020
Q4 		$25.5M Buy
296,032
+10,826
+4% +$849K 3.41% 5
2020
Q3 		$19.2M Buy
285,206
+12,820
+5% +$886K 2.8% 8
2020
Q2 		$18.1M Buy
272,386
+32,298
+13% +$2.03M 2.87% 8
2020
Q1 		$13.2M Buy
240,088
+14,636
+6% +$1.1M 2.5% 10
2019
Q4 		$19.2M Sell
225,452
-9,732
-4% -$800K 2.95% 5
2019
Q3 		$18.8M Buy
235,184
+10,902
+5% +$858K 2.73% 5
2019
Q2 		$17.9M Buy
224,282
+9,020
+4% +$716K 2.7% 6
2019
Q1 		$16.9M Buy
215,262
+8,682
+4% +$672K 2.57% 4
2018
Q4 		$14.3M Buy
206,580
+7,248
+4% +$554K 2.39% 4
2018
Q3 		$16.7M Buy
199,332
+5,310
+3% +$443K 2.44% 4
2018
Q2 		$15.7M Buy
194,022
+5,276
+3% +$422K 2.46% 4
2018
Q1 		$14.6M Buy
188,746
+5,414
+3% +$429K 2.49% 4
2017
Q4 		$14.7M Buy
183,332
+3,682
+2% +$287K 2.31% 4
2017
Q3 		$13.7M Buy
179,650
+5,964
+3% +$442K 2.56% 4
2017
Q2 		$12.9M Buy
173,686
+6,336
+4% +$468K 2.43% 4
2017
Q1 		$12.4M Sell
167,350
-2,350
-1% -$174K 2.38% 4
2016
Q4 		$12.3M Buy
169,700
+2,522
+2% +$174K 2.49% 4
2016
Q3 		$11.1M Sell
167,178
-56
-0% -$3.7K 2.41% 4
2016
Q2 		$10.7M Sell
167,234
-416
-0.2% -$26.2K 2.32% 4
2016
Q1 		$10.4M Buy
167,650
+4,658
+3% +$264K 2.38% 4
2015
Q4 		$9.55M Buy
162,992
+4,022
+3% +$244K 2.24% 4
2015
Q3 		$9.17M Buy
158,970
+642
+0.4% +$39.3K 2.27% 5
2015
Q2 		$10.2M Sell
158,328
-930
-0.6% -$61.4K 2.79% 4
2015
Q1 		$10.4M Sell
159,258
-90
-0.1% -$5.79K 2.83% 4
2014
Q4 		$10.2M Buy
159,348
+7,228
+5% +$448K 2.82% 4
2014
Q3 		$9.15M Sell
152,120
-1,066
-0.7% -$66.6K 2.52% 4
2014
Q2 		$9.72M Buy
153,186
+4,130
+3% +$251K 2.63% 4
2014
Q1 		$8.97M Sell
149,056
-150
-0.1% -$8.79K 2.63% 4
2013
Q4 		$8.67M Buy
149,206
+834
+0.6% +$46.9K 2.55% 4
2013
Q3 		$8.01M Buy
148,372
+1,492
+1% +$79.6K 2.63% 4
2013
Q2 		$7.44M Buy
+146,880
New +$7.43M 2.55% 4

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

1834 Investment Advisors's IJJ Position: Q2 2026 in Review

1834 Investment Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.4% in Q2 2026, selling an estimated $184K and leaving 93,660 shares worth $13.8M. The position accounts for 1.57% of the portfolio, ranked #16.

1834 Investment Advisors first reported a position in IJJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.9M in Q4 2021. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • 1834 Investment Advisors held 93,660 shares of iShares S&P Mid-Cap 400 Value ETF worth $13.8M as of Q2 2026.
  • 1834 Investment Advisors sold 1,299 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $184K.
  • iShares S&P Mid-Cap 400 Value ETF made up 1.57% of 1834 Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • 1834 Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 1834 Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $31.9M in Q4 2021.
  • 432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.