Cambridge Financial Group (Arizona)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cambridge Financial Group (Arizona)’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	$794K	Sell	5,378 -192	-3%	-$27.2K	0.25%	69
2026 Q1	$738K	Sell	5,570 -1,164	-17%	-$159K	0.25%	72
2025 Q4	$849K	Buy	6,734 +350	+5%	+$45.6K	0.3%	66
2025 Q3	$828K	Sell	6,384 -280	-4%	-$35.9K	0.27%	74
2025 Q2	$823K	Buy	6,664 +4	+0.1%	+$471	0.31%	55
2025 Q1	$797K	Buy	6,660 +72	+1%	+$9.02K	0.34%	57
2024 Q4	$823K	Buy	6,588 +4	+0.1%	+$511	0.35%	56
2024 Q3	$814K	Sell	6,584 -847	-11%	-$101K	0.34%	59
2024 Q2	$843K	Buy	7,431 +3	+0%	+$342	0.39%	56
2024 Q1	$879K	Sell	7,428 -15	-0.2%	-$1.69K	0.42%	51
2023 Q4	$849K	Buy	+7,443	New	+$765K	0.44%	49

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IJJ Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.4% in Q2 2026, selling an estimated $27.2K and leaving 5,378 shares worth $794K. The position accounts for 0.25% of the portfolio, ranked #69.

Cambridge Financial Group (Arizona) first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $879K in Q1 2024. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Cambridge Financial Group (Arizona) held 5,378 shares of iShares S&P Mid-Cap 400 Value ETF worth $794K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 192 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $27.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.25% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #69 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $879K in Q1 2024.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.