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Apella Capital’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Apella Capital’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 		$276K Sell
1,985
-39
-2% -$5.72K ﹤0.01% 648
2026
Q2 		$295K Hold
2,024
– – ﹤0.01% 584
2026
Q1 		$286K Buy
+2,024
New +$277K ﹤0.01% 568

Other funds holding IJJ

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Apella Capital's IJJ Position: Q3 2026 in Review

Apella Capital reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.9% in Q3 2026, selling an estimated $5.72K and leaving 1,985 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Apella Capital first reported a position in IJJ in Q1 2026 and has held it in 3 quarters since. The position peaked at $295K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Apella Capital held 1,985 shares of iShares S&P Mid-Cap 400 Value ETF worth $276K as of Q3 2026.
  • Apella Capital sold 39 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $5.72K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #648 holding.
  • Apella Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $295K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.