Brightwater Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Brightwater Advisory's IJJ Position: Q2 2026 in Review
Brightwater Advisory reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.2% in Q2 2026, selling an estimated $9.34K and leaving 32,195 shares worth $4.76M. The position accounts for 3.01% of the portfolio, ranked #13.
Brightwater Advisory first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Brightwater Advisory held 32,195 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.76M as of Q2 2026.
- Brightwater Advisory sold 66 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $9.34K.
- iShares S&P Mid-Cap 400 Value ETF made up 3.01% of Brightwater Advisory's portfolio in Q2 2026, its #13 holding.
- Brightwater Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
- 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.