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

Apricus Wealth’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	$704K	Hold	5,114	–	–	0.32%	64
2026 Q2	$755K	Hold	5,114	–	–	0.36%	60
2026 Q1	$678K	Hold	5,114	–	–	0.33%	65
2025 Q4	$673K	Buy	5,114 +2,190	+75%	+$285K	0.34%	65
2025 Q3	$379K	Buy	2,924 +590	+25%	+$75.5K	0.2%	80
2025 Q2	$288K	Hold	2,334	–	–	0.17%	85
2025 Q1	$279K	Buy	2,334 +98	+4%	+$12.3K	0.17%	85
2024 Q4	$279K	Buy	+2,236	New	+$285K	0.18%	82

Other funds holding IJJ

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

Apricus Wealth's IJJ Position: Q3 2026 in Review

Apricus Wealth held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 5,114 shares worth $704K. The position accounts for 0.32% of the portfolio, ranked #64.

Apricus Wealth first reported a position in IJJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $755K in Q2 2026. 389 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Apricus Wealth held 5,114 shares of iShares S&P Mid-Cap 400 Value ETF worth $704K as of Q3 2026.
Apricus Wealth left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.32% of Apricus Wealth's portfolio in Q3 2026, its #64 holding.
Apricus Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 8 quarters since.
Apricus Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $755K in Q2 2026.
389 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Apricus Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.