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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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EK
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
CC
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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. 293 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.
  • 293 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.