Adamsbrown Wealth Consultants’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Adamsbrown Wealth Consultants’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	$210K	Buy	+1,419	New	+$201K	0.04%	164

Other funds holding IJJ

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Adamsbrown Wealth Consultants's IJJ Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,419 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings.

157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Adamsbrown Wealth Consultants held 1,419 shares of iShares S&P Mid-Cap 400 Value ETF worth $210K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Adamsbrown Wealth Consultants position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #164 holding.
157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.