AB
IJJ icon

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

Atlas Brown’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 		$398K Buy
2,694
+5
+0.2% +$707 0.11% 171
2026
Q1 		$356K Buy
2,689
+7
+0.3% +$959 0.11% 171
2025
Q4 		$353K Buy
2,682
+13
+0.5% +$1.69K 0.1% 165
2025
Q3 		$346K Buy
2,669
+9
+0.3% +$1.15K 0.1% 169
2025
Q2 		$329K Buy
2,660
+9
+0.3% +$1.06K 0.11% 174
2025
Q1 		$317K Sell
2,651
-14
-0.5% -$1.75K 0.11% 167
2024
Q4 		$333K Buy
2,665
+10
+0.4% +$1.28K 0.11% 160
2024
Q3 		$328K Buy
2,655
+13
+0.5% +$1.55K 0.11% 159
2024
Q2 		$300K Buy
2,642
+9
+0.3% +$1.03K 0.11% 165
2024
Q1 		$311K Buy
2,633
+610
+30% +$68.7K 0.11% 158
2023
Q4 		$231K Sell
2,023
-33
-2% -$3.39K 0.1% 173
2023
Q3 		$208K Buy
+2,056
New +$220K 0.09% 172
2022
Q3 		– Sell
-2,267
Closed -$214K – 172
2022
Q2 		$214K Sell
2,267
-54
-2% -$5.51K 0.1% 162
2022
Q1 		$254K Sell
2,321
-1,127
-33% -$122K 0.1% 161
2021
Q4 		$382K Buy
3,448
+45
+1% +$4.9K 0.15% 136
2021
Q3 		$351K Sell
3,403
-18
-0.5% -$1.89K 0.15% 137
2021
Q2 		$360K Buy
3,421
+129
+4% +$13.8K 0.16% 139
2021
Q1 		$336K Buy
3,292
+702
+27% +$67K 0.16% 135
2020
Q4 		$224K Buy
+2,590
New +$203K 0.12% 151
2020
Q1 		– Sell
-4,282
Closed -$366K – 144
2019
Q4 		$366K Sell
4,282
-158
-4% -$13K 0.23% 105
2019
Q3 		$355K Buy
4,440
+48
+1% +$3.78K 0.25% 106
2019
Q2 		$350K Buy
4,392
+38
+0.9% +$3.02K 0.24% 106
2019
Q1 		$342K Buy
4,354
+840
+24% +$65K 0.24% 104
2018
Q4 		$243K Buy
3,514
+548
+18% +$41.9K 0.19% 122
2018
Q3 		$248K Buy
2,966
+62
+2% +$5.18K 0.15% 132
2018
Q2 		$242K Buy
2,904
+256
+10% +$20.5K 0.06% 130
2018
Q1 		$205K Buy
2,648
+78
+3% +$6.18K 0.04% 137
2017
Q4 		$212K Buy
+2,570
New +$201K 0.04% 137

Other funds holding IJJ

FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return