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

Beirne Wealth Consulting Services’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	$928K	Sell	6,282 -104	-2%	-$14.7K	0.18%	48
2026 Q1	$846K	Hold	6,386	–	–	0.24%	52
2025 Q4	$840K	Hold	6,386	–	–	0.24%	54
2025 Q3	$828K	Hold	6,386	–	–	0.2%	72
2025 Q2	$789K	Sell	6,386 -368	-5%	-$43.3K	0.26%	52
2025 Q1	$809K	Buy	6,754 +1,167	+21%	+$146K	0.29%	47
2024 Q4	$698K	Sell	5,587 -2,600	-32%	-$332K	0.25%	51
2024 Q3	$1.01M	Sell	8,187 -598	-7%	-$71.1K	0.36%	42
2024 Q2	$997K	Buy	8,785 +5	+0.1%	+$570	0.4%	42
2024 Q1	$1.04M	Sell	8,780 -163	-2%	-$18.4K	0.44%	42
2023 Q4	$1.02M	Sell	8,943 -1,255	-12%	-$129K	0.51%	41
2023 Q3	$1.09M	Hold	10,198	–	–	0.87%	22
2023 Q2	$1.09M	Buy	10,198 +4	+0%	+$406	0.87%	22
2023 Q1	$1.05M	Sell	10,194 -661	-6%	-$70.6K	0.74%	29
2022 Q4	$1.09M	Buy	10,855 +5	+0%	+$499	0.54%	30
2022 Q3	$977K	Sell	10,850 -588	-5%	-$58.5K	0.37%	37
2022 Q2	$1.08M	Sell	11,438 -19	-0.2%	-$1.94K	0.71%	28
2022 Q1	$1.26M	Sell	11,457 -3,169	-22%	-$342K	0.7%	31
2021 Q4	$1.62M	Sell	14,626 -2,689	-16%	-$293K	0.89%	20
2021 Q3	$1.79M	Sell	17,315 -1,157	-6%	-$122K	1.02%	21
2021 Q2	$1.95M	Buy	18,472 +5,424	+42%	+$579K	1.07%	23
2021 Q1	$1.33M	Hold	13,048	–	–	0.78%	27
2020 Q4	$1.13M	Sell	13,048 -478	-4%	-$37.5K	0.56%	38
2020 Q3	$912K	Sell	13,526 -10	-0.1%	-$691	0.53%	39
2020 Q2	$900K	Buy	13,536 +928	+7%	+$58.2K	0.73%	24
2020 Q1	$692K	Buy	12,608 +800	+7%	+$60.1K	0.75%	28
2019 Q4	$1.01M	Sell	11,808 -800	-6%	-$65.7K	0.89%	24
2019 Q3	$1.01M	Sell	12,608 -100	-0.8%	-$7.87K	0.84%	33
2019 Q2	$1.01M	Buy	12,708 +600	+5%	+$47.6K	0.91%	30
2019 Q1	$950K	Sell	12,108 -200	-2%	-$15.5K	0.75%	38
2018 Q4	$851K	Buy	+12,308	New	+$941K	0.72%	35

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

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

Beirne Wealth Consulting Services's IJJ Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.6% in Q2 2026, selling an estimated $14.7K and leaving 6,282 shares worth $928K. The position accounts for 0.18% of the portfolio, ranked #48.

Beirne Wealth Consulting Services first reported a position in IJJ in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.95M in Q2 2021. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Beirne Wealth Consulting Services held 6,282 shares of iShares S&P Mid-Cap 400 Value ETF worth $928K as of Q2 2026.
Beirne Wealth Consulting Services sold 104 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $14.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.18% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #48 holding.
Beirne Wealth Consulting Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 31 quarters since.
Beirne Wealth Consulting Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.95M in Q2 2021.
432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.