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

Cambridge Investment Research 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 		$11.7M Sell
79,326
-6,158
-7% -$871K 0.03% 579
2026
Q1 		$11.3M Sell
85,484
-9,855
-10% -$1.35M 0.03% 569
2025
Q4 		$12.5M Buy
95,339
+3,807
+4% +$496K 0.03% 506
2025
Q3 		$11.9M Sell
91,532
-1,771
-2% -$227K 0.03% 505
2025
Q2 		$11.5M Sell
93,303
-10,667
-10% -$1.25M 0.04% 489
2025
Q1 		$12.4M Buy
103,970
+16,234
+19% +$2.03M 0.04% 426
2024
Q4 		$11M Buy
87,736
+3,620
+4% +$462K 0.04% 454
2024
Q3 		$10.4M Sell
84,116
-162,765
-66% -$19.4M 0.04% 486
2024
Q2 		$28M Sell
246,881
-10,010
-4% -$1.14M 0.1% 184
2024
Q1 		$30.4M Buy
256,891
+151,869
+145% +$17.1M 0.12% 160
2023
Q4 		$12M Sell
105,022
-1,056
-1% -$109K 0.05% 340
2023
Q3 		$10.7M Sell
106,078
-48,578
-31% -$5.19M 0.05% 359
2023
Q2 		$16.6M Buy
154,656
+22,688
+17% +$2.3M 0.08% 261
2023
Q1 		$13.6M Sell
131,968
-45,941
-26% -$4.91M 0.07% 292
2022
Q4 		$17.9M Buy
177,909
+74,275
+72% +$7.42M 0.09% 211
2022
Q3 		$9.33M Sell
103,634
-413,121
-80% -$41.1M 0.05% 342
2022
Q2 		$48.8M Buy
516,755
+125,775
+32% +$12.8M 0.26% 67
2022
Q1 		$42.9M Buy
390,980
+88,983
+29% +$9.6M 0.2% 94
2021
Q4 		$33.4M Buy
301,997
+26,032
+9% +$2.83M 0.15% 138
2021
Q3 		$28.4M Sell
275,965
-93,239
-25% -$9.8M 0.14% 150
2021
Q2 		$38.9M Buy
369,204
+14,022
+4% +$1.5M 0.19% 95
2021
Q1 		$36.2M Buy
355,182
+292,776
+469% +$28M 0.2% 92
2020
Q4 		$5.39M Sell
62,406
-255,502
-80% -$20M 0.03% 502
2020
Q3 		$21.4M Sell
317,908
-8,146
-2% -$563K 0.14% 151
2020
Q2 		$21.7M Buy
326,054
+13,442
+4% +$843K 0.16% 137
2020
Q1 		$17.2M Sell
312,612
-47,022
-13% -$3.53M 0.16% 132
2019
Q4 		$30.7M Buy
359,634
+4,878
+1% +$401K 0.24% 87
2019
Q3 		$28.4M Buy
354,756
+16,468
+5% +$1.3M 0.25% 84
2019
Q2 		$27M Sell
338,288
-27,078
-7% -$2.15M 0.25% 86
2019
Q1 		$28.7M Buy
365,366
+42,620
+13% +$3.3M 0.27% 72
2018
Q4 		$22.3M Sell
322,746
-135,854
-30% -$10.4M 0.25% 89
2018
Q3 		$38.4M Buy
458,600
+146,150
+47% +$12.2M 0.37% 44
2018
Q2 		$25.3M Buy
312,450
+4,992
+2% +$399K 0.27% 77
2018
Q1 		$23.8M Buy
307,458
+28,092
+10% +$2.23M 0.27% 74
2017
Q4 		$22.4M Buy
279,366
+212,270
+316% +$16.6M 0.26% 76
2017
Q3 		$5.12M Sell
67,096
-8,426
-11% -$625K 0.07% 277
2017
Q2 		$5.61M Sell
75,522
-109,036
-59% -$8.06M 0.08% 229
2017
Q1 		$13.7M Buy
184,558
+42,584
+30% +$3.16M 0.23% 85
2016
Q4 		$10.3M Buy
141,974
+52,024
+58% +$3.6M 0.19% 105
2016
Q3 		$5.98M Sell
89,950
-112,942
-56% -$7.46M 0.11% 162
2016
Q2 		$13M Buy
202,892
+73,764
+57% +$4.64M 0.28% 77
2016
Q1 		$8.01M Buy
129,128
+69,346
+116% +$3.93M 0.18% 113
2015
Q4 		$3.5M Sell
59,782
-1,130
-2% -$68.4K 0.08% 237
2015
Q3 		$3.51M Buy
60,912
+1,764
+3% +$108K 0.1% 196
2015
Q2 		$3.81M Buy
59,148
+1,460
+3% +$96.4K 0.11% 194
2015
Q1 		$3.78M Buy
57,688
+2,854
+5% +$184K 0.11% 197
2014
Q4 		$3.5M Sell
54,834
-63,486
-54% -$3.94M 0.11% 179
2014
Q3 		$7.12M Buy
118,320
+8,676
+8% +$542K 0.21% 104
2014
Q2 		$6.96M Buy
109,644
+29,370
+37% +$1.79M 0.24% 91
2014
Q1 		$4.83M Buy
80,274
+1,682
+2% +$98.5K 0.18% 115
2013
Q4 		$4.57M Buy
78,592
+890
+1% +$50.1K 0.19% 115
2013
Q3 		$4.2M Buy
77,702
+40,884
+111% +$2.18M 0.18% 120
2013
Q2 		$1.86M Buy
+36,818
New +$1.86M 0.09% 207

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Cambridge Investment Research Advisors's IJJ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.2% in Q2 2026, selling an estimated $871K and leaving 79,326 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #579.

Cambridge Investment Research Advisors first reported a position in IJJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.8M in Q2 2022. 379 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Cambridge Investment Research Advisors held 79,326 shares of iShares S&P Mid-Cap 400 Value ETF worth $11.7M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,158 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $871K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #579 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $48.8M in Q2 2022.
  • 379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.