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

Clayton Financial Group’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 Buy
1,535
+5
+0.3% +$707 0.13% 57
2026
Q1 		$203K Buy
1,530
+3
+0.2% +$411 0.1% 72
2025
Q4 		$201K Buy
1,527
+751
+97% +$97.8K 0.1% 74
2025
Q3 		$101K Buy
+776
New +$99.4K 0.07% 68
2025
Q2 		– Sell
-2,053
Closed -$246K – 58
2025
Q1 		$246K Sell
2,053
-32
-2% -$4.01K 0.09% 99
2024
Q4 		$261K Sell
2,085
-70
-3% -$8.94K 0.09% 96
2024
Q3 		$266K Sell
2,155
-1,755
-45% -$209K 0.1% 93
2024
Q2 		$463K Hold
3,910
– – 0.2% 62
2024
Q1 		$463K Buy
+3,910
New +$440K 0.21% 60

Other funds holding IJJ

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Clayton Financial Group's IJJ Position: Q2 2026 in Review

Clayton Financial Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.33% in Q2 2026, buying an estimated $707 and bringing the position to 1,535 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #57.

Clayton Financial Group first reported a position in IJJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $463K in Q2 2024. 280 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Clayton Financial Group held 1,535 shares of iShares S&P Mid-Cap 400 Value ETF worth $227K as of Q2 2026.
  • Clayton Financial Group bought 5 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $707.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Clayton Financial Group's portfolio in Q2 2026, its #57 holding.
  • Clayton Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • Clayton Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $463K in Q2 2024.
  • 280 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.