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Christensen King & Associates Investment Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Christensen King & Associates Investment Services’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 		$227K Hold
1,535
– – 0.09% 101
2026
Q1 		$203K Sell
1,535
-141
-8% -$19.3K 0.09% 103
2025
Q4 		$221K Sell
1,676
-9
-0.5% -$1.17K 0.09% 97
2025
Q3 		$219K Buy
1,685
+5
+0.3% +$640 0.09% 99
2025
Q2 		$208K Buy
1,680
+4
+0.2% +$471 0.1% 97
2025
Q1 		$204K Sell
1,676
-150
-8% -$18.8K 0.1% 96
2024
Q4 		$230K Buy
1,826
+140
+8% +$17.9K 0.11% 88
2024
Q3 		$208K Buy
+1,686
New +$200K 0.1% 96

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Christensen King & Associates Investment Services's IJJ Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,535 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #101.

Christensen King & Associates Investment Services first reported a position in IJJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $230K in Q4 2024. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Christensen King & Associates Investment Services held 1,535 shares of iShares S&P Mid-Cap 400 Value ETF worth $227K as of Q2 2026.
  • Christensen King & Associates Investment Services left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.09% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #101 holding.
  • Christensen King & Associates Investment Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Christensen King & Associates Investment Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $230K in Q4 2024.
  • 586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.