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

Cambridge 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	$757K	Hold	5,127	–	–	0.13%	98
2026 Q1	$679K	Hold	5,127	–	–	0.13%	103
2025 Q4	$675K	Sell	5,127 -20	-0.4%	-$2.6K	0.13%	103
2025 Q3	$668K	Sell	5,147 -32	-0.6%	-$4.1K	0.13%	103
2025 Q2	$640K	Hold	5,179	–	–	0.13%	104
2025 Q1	$620K	Hold	5,179	–	–	0.14%	104
2024 Q4	$647K	Hold	5,179	–	–	0.14%	98
2024 Q3	$640K	Hold	5,179	–	–	0.14%	105
2024 Q2	$588K	Hold	5,179	–	–	0.14%	108
2024 Q1	$613K	Hold	5,179	–	–	0.14%	103
2023 Q4	$591K	Sell	5,179 -22	-0.4%	-$2.26K	0.15%	100
2023 Q3	$525K	Hold	5,201	–	–	0.14%	103
2023 Q2	$557K	Sell	5,201 -35	-0.7%	-$3.56K	0.14%	102
2023 Q1	$538K	Sell	5,236 -106	-2%	-$11.3K	0.14%	109
2022 Q4	$538K	Hold	5,342	–	–	0.14%	109
2022 Q3	$481K	Hold	5,342	–	–	0.14%	115
2022 Q2	$504K	Hold	5,342	–	–	0.14%	112
2022 Q1	$586K	Hold	5,342	–	–	0.14%	112
2021 Q4	$591K	Hold	5,342	–	–	0.13%	111
2021 Q3	$550K	Hold	5,342	–	–	0.13%	110
2021 Q2	$563K	Hold	5,342	–	–	0.14%	105
2021 Q1	$545K	Sell	5,342 -4	-0.1%	-$382	0.14%	102
2020 Q4	$461K	Hold	5,346	–	–	0.12%	101
2020 Q3	$360K	Hold	5,346	–	–	0.11%	114
2020 Q2	$355K	Sell	5,346 -1,870	-26%	-$117K	0.11%	108
2020 Q1	$396K	Hold	7,216	–	–	0.14%	94
2019 Q4	$616K	Sell	7,216 -8	-0.1%	-$657	0.19%	84
2019 Q3	$578K	Hold	7,224	–	–	0.19%	75
2019 Q2	$576K	Hold	7,224	–	–	0.19%	83
2019 Q1	$567K	Hold	7,224	–	–	0.19%	85
2018 Q4	$500K	Hold	7,224	–	–	0.19%	86
2018 Q3	$604K	Sell	7,224 -14	-0.2%	-$1.17K	0.2%	82
2018 Q2	$586K	Hold	7,238	–	–	0.21%	83
2018 Q1	$559K	Hold	7,238	–	–	0.2%	82
2017 Q4	$579K	Hold	7,238	–	–	0.21%	82
2017 Q3	$553K	Hold	7,238	–	–	0.21%	78
2017 Q2	$538K	Hold	7,238	–	–	0.22%	73
2017 Q1	$537K	Buy	7,238 +680	+10%	+$50.4K	0.22%	80
2016 Q4	$476K	Buy	6,558 +222	+4%	+$15.4K	0.21%	84
2016 Q3	$421K	Sell	6,336 -18	-0.3%	-$1.19K	0.19%	90
2016 Q2	$407K	Hold	6,354	–	–	0.19%	89
2016 Q1	$394K	Hold	6,354	–	–	0.18%	92
2015 Q4	$372K	Hold	6,354	–	–	0.21%	96
2015 Q3	$366K	Sell	6,354 -114	-2%	-$6.98K	0.22%	89
2015 Q2	$417K	Sell	6,468 -912	-12%	-$60.2K	0.24%	84
2015 Q1	$420K	Buy	7,380 +1,952	+36%	+$126K	0.24%	77
2014 Q4	$347K	Buy	+5,428	New	+$336K	0.21%	93

Other funds holding IJJ

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

OFS Enterprise Kearney, Nebraska $392M AUM

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

Cambridge Advisors's IJJ Position: Q2 2026 in Review

Cambridge Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 5,127 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #98.

Cambridge Advisors first reported a position in IJJ in Q4 2014 and has held it in 47 quarters since. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Cambridge Advisors held 5,127 shares of iShares S&P Mid-Cap 400 Value ETF worth $757K as of Q2 2026.
Cambridge Advisors 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 0.13% of Cambridge Advisors's portfolio in Q2 2026, its #98 holding.
Cambridge Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 47 quarters since.
157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.