American Financial & Tax Strategies’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

American Financial & Tax Strategies’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	$721K	Hold	4,881	–	–	0.33%	63
2026 Q1	$647K	Hold	4,881	–	–	0.31%	64
2025 Q4	$642K	Hold	4,881	–	–	0.32%	65
2025 Q3	$633K	Hold	4,881	–	–	0.32%	64
2025 Q2	$603K	Hold	4,881	–	–	0.31%	64
2025 Q1	$584K	Hold	4,881	–	–	0.31%	61
2024 Q4	$610K	Hold	4,881	–	–	0.32%	60
2024 Q3	$603K	Sell	4,881 -10	-0.2%	-$1.19K	0.31%	64
2024 Q2	$555K	Hold	4,891	–	–	0.29%	65
2024 Q1	$579K	Sell	4,891 -9	-0.2%	-$1.01K	0.31%	66
2023 Q4	$559K	Buy	+4,900	New	+$504K	0.32%	65

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Financial & Tax Strategies's IJJ Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,881 shares worth $721K. The position accounts for 0.33% of the portfolio, ranked #63.

American Financial & Tax Strategies first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 721 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

American Financial & Tax Strategies held 4,881 shares of iShares S&P Mid-Cap 400 Value ETF worth $721K as of Q2 2026.
American Financial & Tax Strategies 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 0.33% of American Financial & Tax Strategies's portfolio in Q2 2026, its #63 holding.
American Financial & Tax Strategies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
721 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.