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Clarity Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Clarity Asset Management’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 		$362K Buy
2,450
+8
+0.3% +$1.13K 0.18% 54
2026
Q1 		$324K Buy
2,442
+9
+0.4% +$1.23K 0.16% 54
2025
Q4 		$320K Buy
2,433
+14
+0.6% +$1.82K 0.18% 31
2025
Q3 		$314K Buy
2,419
+11
+0.5% +$1.41K 0.18% 32
2025
Q2 		$298K Buy
2,408
+10
+0.4% +$1.18K 0.18% 32
2025
Q1 		$287K Buy
2,398
+9
+0.4% +$1.13K 0.18% 30
2024
Q4 		$299K Sell
2,389
-38
-2% -$4.85K 0.19% 28
2024
Q3 		$300K Buy
2,427
+15
+0.6% +$1.78K 0.21% 27
2024
Q2 		$274K Buy
2,412
+11
+0.5% +$1.25K 0.19% 28
2024
Q1 		$284K Buy
2,401
+7
+0.3% +$788 0.2% 30
2023
Q4 		$273K Buy
+2,394
New +$246K 0.22% 29

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

Clarity Asset Management's IJJ Position: Q2 2026 in Review

Clarity Asset Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.33% in Q2 2026, buying an estimated $1.13K and bringing the position to 2,450 shares worth $362K. The position accounts for 0.18% of the portfolio, ranked #54.

Clarity Asset Management first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 379 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Clarity Asset Management held 2,450 shares of iShares S&P Mid-Cap 400 Value ETF worth $362K as of Q2 2026.
  • Clarity Asset Management bought 8 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.13K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.18% of Clarity Asset Management's portfolio in Q2 2026, its #54 holding.
  • Clarity Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.