C2C Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

C2C Wealth 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	$1.94M	Sell	13,108 -866	-6%	-$123K	1.52%	16
2026 Q1	$1.85M	Buy	13,974 +28	+0.2%	+$3.83K	1.57%	15
2025 Q4	$1.84M	Sell	13,946 -28	-0.2%	-$3.65K	1.55%	15
2025 Q3	$1.81M	Hold	13,974	–	–	1.56%	15
2025 Q2	$1.73M	Sell	13,974 -82	-0.6%	-$9.65K	1.56%	16
2025 Q1	$1.68M	Sell	14,056 -28	-0.2%	-$3.51K	1.58%	14
2024 Q4	$1.76M	Hold	14,084	–	–	1.63%	15
2024 Q3	$1.74M	Hold	14,084	–	–	1.62%	16
2024 Q2	$1.6M	Hold	14,084	–	–	1.56%	16
2024 Q1	$1.67M	Sell	14,084 -40	-0.3%	-$4.5K	1.65%	16
2023 Q4	$1.63M	Sell	14,124 -40	-0.3%	-$4.11K	1.38%	16
2023 Q3	$1.4M	Sell	14,164 -20	-0.1%	-$2.14K	0.2%	51
2023 Q2	$1.56M	Buy	14,184 +1,598	+13%	+$162K	0.21%	53
2023 Q1	$1.27M	Buy	12,586 +74	+0.6%	+$7.91K	0.21%	58
2022 Q4	$1.33M	Sell	12,512 -18	-0.1%	-$1.8K	0.23%	47
2022 Q3	$1.2M	Buy	12,530 +80	+0.6%	+$7.96K	0.23%	52
2022 Q2	$1.22M	Sell	12,450 -80	-0.6%	-$8.16K	0.22%	50
2022 Q1	$1.38M	Sell	12,530 -74	-0.6%	-$7.99K	0.24%	56
2021 Q4	$1.4M	Buy	+12,604	New	+$1.37M	0.2%	59

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

C2C Wealth Management's IJJ Position: Q2 2026 in Review

C2C Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.2% in Q2 2026, selling an estimated $123K and leaving 13,108 shares worth $1.94M. The position accounts for 1.52% of the portfolio, ranked #16.

C2C Wealth Management first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

C2C Wealth Management held 13,108 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.94M as of Q2 2026.
C2C Wealth Management sold 866 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $123K.
iShares S&P Mid-Cap 400 Value ETF made up 1.52% of C2C Wealth Management's portfolio in Q2 2026, its #16 holding.
C2C Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.