Brightwater Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
CFB
Brightwater Advisory's IJJ Position: Q1 2026 in Review
Brightwater Advisory reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.2% in Q1 2026, selling an estimated $99.7K and leaving 32,261 shares worth $4.27M. The position accounts for 2.83% of the portfolio, ranked #14.
Brightwater Advisory first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.34M in Q4 2025. 845 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- Brightwater Advisory held 32,261 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.27M as of Q1 2026.
- Brightwater Advisory sold 728 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $99.7K.
- iShares S&P Mid-Cap 400 Value ETF made up 2.83% of Brightwater Advisory's portfolio in Q1 2026, its #14 holding.
- Brightwater Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
- Brightwater Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.34M in Q4 2025.
- 845 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.