Cary Street Partners Investment Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
CFB
EK
MWA
BF
Cary Street Partners Investment Advisory's IJJ Position: Q2 2026 in Review
Cary Street Partners Investment Advisory opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 251 shares worth $37.1K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in IJJ as recently as Q3 2023.
Cary Street Partners Investment Advisory first reported a position in IJJ in Q4 2018 and has held it in 8 quarters since. The position peaked at $757K in Q4 2021. 662 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Cary Street Partners Investment Advisory held 251 shares of iShares S&P Mid-Cap 400 Value ETF worth $37.1K as of Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #618 holding.
- Cary Street Partners Investment Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 8 quarters since.
- Cary Street Partners Investment Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $757K in Q4 2021.
- 662 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.