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 Q3	$1.81M	Hold	13,108	–	–	1.41%	17
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%	-$3.64K	1.55%	15
2025 Q3	$1.81M	Hold	13,974	–	–	1.56%	15
2025 Q2	$1.73M	Sell	13,974 -82	-0.6%	-$9.6K	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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

C2C Wealth Management's IJJ Position: Q3 2026 in Review

C2C Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 13,108 shares worth $1.81M. The position accounts for 1.41% of the portfolio, ranked #17.

C2C Wealth Management first reported a position in IJJ in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.94M in Q2 2026. 535 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

C2C Wealth Management held 13,108 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.81M as of Q3 2026.
C2C Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 1.41% of C2C Wealth Management's portfolio in Q3 2026, its #17 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 20 quarters since.
C2C Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.94M in Q2 2026.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.