Caitlin John’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.1K Hold
217
0.02% 430
2026
Q1
$28.8K Hold
217
0.02% 372
2025
Q4
$28.6K Hold
217
0.02% 389
2025
Q3
$28.1K Buy
+217
New +$27.8K 0.02% 349
2025
Q1
Sell
-217
Closed -$27.1K 437
2024
Q4
$27.1K Hold
217
0.02% 329
2024
Q3
$28.3K Sell
217
-34
-14% -$4.04K 0.02% 335
2024
Q2
$28.5K Hold
251
0.02% 317
2024
Q1
$29.7K Sell
251
-44
-15% -$4.95K 0.02% 299
2023
Q4
$33.6K Buy
+295
New +$30.3K 0.03% 266

Other funds holding IJJ

Caitlin John's IJJ Position: Q2 2026 in Review

Caitlin John held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 217 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #430.

Caitlin John first reported a position in IJJ in Q4 2023 and has held it in 9 quarters since. The position peaked at $33.6K in Q4 2023. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Caitlin John held 217 shares of iShares S&P Mid-Cap 400 Value ETF worth $32.1K as of Q2 2026.
  • Caitlin John left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Caitlin John's portfolio in Q2 2026, its #430 holding.
  • Caitlin John first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's iShares S&P Mid-Cap 400 Value ETF position peaked at $33.6K in Q4 2023.
  • 875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.