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

Buttonwood Financial 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 		$239K Sell
1,615
-44
-3% -$6.22K 0.07% 107
2026
Q1 		$220K Hold
1,659
– – 0.07% 105
2025
Q4 		$218K Sell
1,659
-126
-7% -$16.4K 0.07% 102
2025
Q3 		$232K Sell
1,785
-27
-1% -$3.46K 0.08% 101
2025
Q2 		$224K Buy
1,812
+25
+1% +$2.94K 0.09% 98
2025
Q1 		$214K Buy
1,787
+15
+0.8% +$1.88K 0.09% 95
2024
Q4 		$221K Buy
1,772
+43
+2% +$5.49K 0.1% 95
2024
Q3 		$214K Sell
1,729
-69
-4% -$8.2K 0.09% 96
2024
Q2 		$204K Hold
1,798
– – 0.1% 98
2024
Q1 		$213K Hold
1,798
– – 0.1% 101
2023
Q4 		$205K Buy
+1,798
New +$185K 0.11% 98
2023
Q3 		– Sell
-2,147
Closed -$230K – 100
2023
Q2 		$230K Buy
+2,147
New +$218K 0.14% 93

Other funds holding IJJ

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 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

Buttonwood Financial Advisors's IJJ Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.7% in Q2 2026, selling an estimated $6.22K and leaving 1,615 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #107.

Buttonwood Financial Advisors first reported a position in IJJ in Q2 2023 and has held it in 12 quarters since. 230 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Buttonwood Financial Advisors held 1,615 shares of iShares S&P Mid-Cap 400 Value ETF worth $239K as of Q2 2026.
  • Buttonwood Financial Advisors sold 44 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $6.22K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Buttonwood Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 230 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.