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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
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 – 2085
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

IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return