Cornerstone Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.86M | Hold |
13,500
| – | – | 0.14% | 87 |
|
|
2026
Q2 | $1.99M | Sell |
13,500
-500
| -4% | -$70.7K | 0.17% | 87 |
|
|
2026
Q1 | $1.86M | Hold |
14,000
| – | – | 0.18% | 83 |
|
|
2025
Q4 | $1.84M | Hold |
14,000
| – | – | 0.18% | 78 |
|
|
2025
Q3 | $1.82M | Hold |
14,000
| – | – | 0.18% | 74 |
|
|
2025
Q2 | $1.73M | Hold |
14,000
| – | – | 0.19% | 69 |
|
|
2025
Q1 | $1.62M | Hold |
14,000
| – | – | 0.19% | 68 |
|
|
2024
Q4 | $1.79M | Hold |
14,000
| – | – | 0.2% | 69 |
|
|
2024
Q3 | $1.73M | Hold |
14,000
| – | – | 0.23% | 66 |
|
|
2024
Q2 | $1.59M | Hold |
14,000
| – | – | 0.22% | 67 |
|
|
2024
Q1 | $1.66M | Hold |
14,000
| – | – | 0.24% | 65 |
|
|
2023
Q4 | $1.6M | Hold |
14,000
| – | – | 0.25% | 60 |
|
|
2023
Q3 | $1.41M | Hold |
14,000
| – | – | 0.25% | 62 |
|
|
2023
Q2 | $1.5M | Hold |
14,000
| – | – | 0.26% | 59 |
|
|
2023
Q1 | $1.44M | Hold |
14,000
| – | – | 0.26% | 62 |
|
|
2022
Q4 | $1.41M | Hold |
14,000
| – | – | 0.28% | 56 |
|
|
2022
Q3 | $1.26M | Hold |
14,000
| – | – | 0.28% | 58 |
|
|
2022
Q2 | $1.32M | Hold |
14,000
| – | – | 0.3% | 54 |
|
|
2022
Q1 | $1.54M | Hold |
14,000
| – | – | 0.23% | 74 |
|
|
2021
Q4 | $1.55M | Hold |
14,000
| – | – | 0.22% | 74 |
|
|
2021
Q3 | $1.44M | Hold |
14,000
| – | – | 0.24% | 77 |
|
|
2021
Q2 | $1.48M | Hold |
14,000
| – | – | 0.25% | 75 |
|
|
2021
Q1 | $1.43M | Hold |
14,000
| – | – | 0.27% | 68 |
|
|
2020
Q4 | $1.21M | Hold |
14,000
| – | – | 0.24% | 77 |
|
|
2020
Q3 | $944K | Hold |
14,000
| – | – | 0.22% | 87 |
|
|
2020
Q2 | $931K | Hold |
14,000
| – | – | 0.24% | 77 |
|
|
2020
Q1 | $768K | Hold |
14,000
| – | – | 0.23% | 71 |
|
|
2019
Q4 | $1.2M | Hold |
14,000
| – | – | 0.25% | 68 |
|
|
2019
Q3 | $1.12M | Sell |
14,000
-2,000
| -13% | -$157K | 0.24% | 67 |
|
|
2019
Q2 | $1.28M | Hold |
16,000
| – | – | 0.28% | 63 |
|
|
2019
Q1 | $1.26M | Hold |
16,000
| – | – | 0.28% | 64 |
|
|
2018
Q4 | $1.11M | Hold |
16,000
| – | – | 0.29% | 66 |
|
|
2018
Q3 | $1.34M | Hold |
16,000
| – | – | 0.4% | 56 |
|
|
2018
Q2 | $1.3M | Hold |
16,000
| – | – | 0.43% | 52 |
|
|
2018
Q1 | $1.24M | Buy |
16,000
+2,600
| +19% | +$206K | 0.45% | 50 |
|
|
2017
Q4 | $1.07M | Hold |
13,400
| – | – | 0.37% | 58 |
|
|
2017
Q3 | $1.02M | Sell |
13,400
-600
| -4% | -$44.5K | 0.35% | 57 |
|
|
2017
Q2 | $1.04M | Hold |
14,000
| – | – | 0.35% | 56 |
|
|
2017
Q1 | $1.04M | Buy |
+14,000
| New | +$1.04M | 0.52% | 33 |
|
Other funds holding IJJ
Cornerstone Advisory's IJJ Position: Q3 2026 in Review
Cornerstone Advisory held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 13,500 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #87.
Cornerstone Advisory first reported a position in IJJ in Q1 2017 and has held it in 39 quarters since. The position peaked at $1.99M in Q2 2026. 547 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.
- Cornerstone Advisory held 13,500 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.86M as of Q3 2026.
- Cornerstone Advisory left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
- iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Cornerstone Advisory's portfolio in Q3 2026, its #87 holding.
- Cornerstone Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 39 quarters since.
- Cornerstone Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.99M in Q2 2026.
- 547 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.
Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.