Cannon Financial Strategists’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cannon Financial Strategists’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	$783K	Buy	+5,302	New	+$750K	0.09%	61

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cannon Financial Strategists's IJJ Position: Q2 2026 in Review

Cannon Financial Strategists opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 5,302 shares worth $783K. The stake represents 0.09% of the portfolio and ranks #61 among its holdings.

586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Cannon Financial Strategists held 5,302 shares of iShares S&P Mid-Cap 400 Value ETF worth $783K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Cannon Financial Strategists position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.09% of Cannon Financial Strategists's portfolio in Q2 2026, its #61 holding.
586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.