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

Brookstone Capital Management’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 		$337K Buy
2,283
+55
+2% +$7.78K ﹤0.01% 1065
2026
Q1 		$295K Sell
2,228
-7
-0.3% -$959 ﹤0.01% 1040
2025
Q4 		$294K Sell
2,235
-119
-5% -$15.5K ﹤0.01% 999
2025
Q3 		$305K Buy
2,354
+75
+3% +$9.6K ﹤0.01% 965
2025
Q2 		$282K Buy
2,279
+133
+6% +$15.6K ﹤0.01% 921
2025
Q1 		$257K Buy
2,146
+95
+5% +$11.9K ﹤0.01% 909
2024
Q4 		$256K Buy
2,051
+187
+10% +$23.9K ﹤0.01% 870
2024
Q3 		$230K Buy
1,864
+2
+0.1% +$238 ﹤0.01% 919
2024
Q2 		$224K Sell
1,862
-160
-8% -$18.3K ﹤0.01% 881
2024
Q1 		$239K Sell
2,022
-213
-10% -$24K ﹤0.01% 832
2023
Q4 		$255K Sell
2,235
-1,658
-43% -$170K 0.01% 759
2023
Q3 		$377K Sell
3,893
-694
-15% -$74.2K 0.01% 635
2023
Q2 		$489K Sell
4,587
-124
-3% -$12.6K 0.01% 586
2023
Q1 		$481K Sell
4,711
-607
-11% -$64.9K 0.01% 602
2022
Q4 		$555K Sell
5,318
-16,195
-75% -$1.62M 0.01% 551
2022
Q3 		$1.97M Sell
21,513
-31,491
-59% -$3.13M 0.05% 291
2022
Q2 		$5.08M Sell
53,004
-191,155
-78% -$19.5M 0.11% 173
2022
Q1 		$25.9M Buy
244,159
+214,351
+719% +$23.1M 0.51% 56
2021
Q4 		$3.33M Sell
29,808
-362,939
-92% -$39.5M 0.06% 207
2021
Q3 		$41.6M Buy
392,747
+126,823
+48% +$13.3M 0.75% 35
2021
Q2 		$27.7M Sell
265,924
-2,230
-0.8% -$238K 0.5% 57
2021
Q1 		$27.3M Buy
268,154
+191,875
+252% +$18.3M 1.05% 21
2020
Q4 		$6.58M Buy
+76,279
New +$5.98M 0.26% 81
2018
Q4 		– Sell
-3,366
Closed -$282K – 350
2018
Q3 		$282K Buy
+3,366
New +$281K 0.02% 348
2017
Q1 		– Sell
-146,620
Closed -$10.6M – 266
2016
Q4 		$10.6M Buy
+146,620
New +$10.1M 1.17% 16

Other funds holding IJJ

CC
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
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

Brookstone Capital Management's IJJ Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.5% in Q2 2026, buying an estimated $7.78K and bringing the position to 2,283 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Brookstone Capital Management first reported a position in IJJ in Q4 2016 and has held it in 25 quarters since. The position peaked at $41.6M in Q3 2021. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Brookstone Capital Management held 2,283 shares of iShares S&P Mid-Cap 400 Value ETF worth $337K as of Q2 2026.
  • Brookstone Capital Management bought 55 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $7.78K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1065 holding.
  • Brookstone Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 25 quarters since.
  • Brookstone Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $41.6M in Q3 2021.
  • 157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.