Advisors Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Advisors Capital Management's IJJ Position: Q2 2026 in Review
Advisors Capital Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 13% in Q2 2026, selling an estimated $36.4K and leaving 1,732 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #556.
Advisors Capital Management first reported a position in IJJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $313K in Q1 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Advisors Capital Management held 1,732 shares of iShares S&P Mid-Cap 400 Value ETF worth $256K as of Q2 2026.
- Advisors Capital Management sold 257 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $36.4K.
- iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #556 holding.
- Advisors Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 7 quarters since.
- Advisors Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $313K in Q1 2025.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.