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

Bay Capital Advisors’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	$856K	Hold	5,797	–	–	0.46%	38
2026 Q1	$768K	Hold	5,797	–	–	0.47%	41
2025 Q4	$763K	Hold	5,797	–	–	0.47%	41
2025 Q3	$752K	Hold	5,797	–	–	0.49%	39
2025 Q2	$716K	Hold	5,797	–	–	0.55%	41
2025 Q1	$694K	Hold	5,797	–	–	0.58%	40
2024 Q4	$724K	Buy	+5,797	New	+$740K	0.58%	38

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bay Capital Advisors's IJJ Position: Q2 2026 in Review

Bay Capital Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 5,797 shares worth $856K. The position accounts for 0.46% of the portfolio, ranked #38.

Bay Capital Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Bay Capital Advisors held 5,797 shares of iShares S&P Mid-Cap 400 Value ETF worth $856K as of Q2 2026.
Bay Capital Advisors 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 0.46% of Bay Capital Advisors's portfolio in Q2 2026, its #38 holding.
Bay Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.