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 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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

CAL

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

FMC

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Apricus Wealth's IJJ Position: Q2 2026 in Review

Apricus Wealth held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 5,114 shares worth $755K. The position accounts for 0.36% of the portfolio, ranked #60.

Apricus Wealth first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Apricus Wealth held 5,114 shares of iShares S&P Mid-Cap 400 Value ETF worth $755K as of Q2 2026.
Apricus Wealth 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 0.36% of Apricus Wealth's portfolio in Q2 2026, its #60 holding.
Apricus Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Apricus Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.