CoreCap Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

CoreCap Advisors’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 Q3	$172K	Sell	1,250 -49	-4%	-$7.18K	﹤0.01%	902
2026 Q2	$192K	Sell	1,299 -100	-7%	-$14.1K	0.01%	873
2026 Q1	$185K	Sell	1,399 -4	-0.3%	-$548	0.01%	828
2025 Q4	$185K	Sell	1,403 -146	-9%	-$19K	0.01%	822
2025 Q3	$201K	Sell	1,549 -153	-9%	-$19.6K	0.01%	800
2025 Q2	$210K	Sell	1,702 -14,318	-89%	-$1.68M	0.01%	729
2025 Q1	$1.92M	Buy	16,020 +15,031	+1,520%	+$1.88M	0.08%	213
2024 Q4	$124K	Sell	989 -899	-48%	-$115K	0.01%	854
2024 Q3	$233K	Buy	+1,888	New	+$224K	0.01%	634
2024 Q2	–	Sell	-2,327	Closed	-$275K	–	2071
2024 Q1	$275K	Sell	2,327 -52	-2%	-$5.86K	0.01%	547
2023 Q4	$271K	Buy	2,379 +14	+0.6%	+$1.44K	0.02%	489
2023 Q3	$239K	Sell	2,365 -1,024	-30%	-$109K	0.02%	466
2023 Q2	$363K	Buy	+3,389	New	+$344K	0.03%	417
2022 Q4	$1.14M	Buy	11,306 +6,980	+161%	+$697K	0.08%	226
2022 Q3	$389K	Sell	4,326 -9,096	-68%	-$905K	0.03%	360
2022 Q2	$1.27M	Buy	13,422 +566	+4%	+$57.7K	0.1%	166
2022 Q1	$1.41M	Buy	12,856 +2,179	+20%	+$235K	0.1%	166
2021 Q4	$1.18M	Buy	+10,677	New	+$1.16M	0.08%	206

Other funds holding IJJ

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

CoreCap Advisors's IJJ Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.8% in Q3 2026, selling an estimated $7.18K and leaving 1,250 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

CoreCap Advisors first reported a position in IJJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.92M in Q1 2025. 256 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

CoreCap Advisors held 1,250 shares of iShares S&P Mid-Cap 400 Value ETF worth $172K as of Q3 2026.
CoreCap Advisors sold 49 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $7.18K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #902 holding.
CoreCap Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.92M in Q1 2025.
256 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.