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

Csenge Advisory 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	$5.35M	Buy	36,185 +897	+3%	+$127K	0.22%	90
2026 Q1	$4.68M	Sell	35,288 -2,680	-7%	-$367K	0.21%	93
2025 Q4	$5M	Sell	37,968 -1,067	-3%	-$139K	0.23%	86
2025 Q3	$5.06M	Buy	39,035 +1,341	+4%	+$172K	0.24%	86
2025 Q2	$4.5M	Buy	37,694 +1,644	+5%	+$193K	0.24%	86
2025 Q1	$4M	Buy	36,050 +309	+0.9%	+$38.7K	0.23%	91
2024 Q4	$4.47M	Buy	35,741 +1,966	+6%	+$251K	0.24%	84
2024 Q3	$4.21M	Sell	33,775 -5,697	-14%	-$677K	0.22%	90
2024 Q2	$4.48M	Buy	39,472 +7,274	+23%	+$830K	0.25%	77
2024 Q1	$3.81M	Buy	32,198 +1,653	+5%	+$186K	0.21%	90
2023 Q4	$3.48M	Buy	30,545 +1,447	+5%	+$149K	0.22%	80
2023 Q3	$2.94M	Buy	29,098 +589	+2%	+$63K	0.2%	94
2023 Q2	$3.05M	Sell	28,509 -7,483	-21%	-$760K	0.2%	89
2023 Q1	$3.7M	Buy	35,992 +7,238	+25%	+$773K	0.27%	74
2022 Q4	$2.9M	Sell	28,754 -646	-2%	-$64.5K	0.22%	86
2022 Q3	$2.65M	Sell	29,400 -7,211	-20%	-$718K	0.22%	88
2022 Q2	$3.46M	Sell	36,611 -1,629	-4%	-$166K	0.29%	73
2022 Q1	$4.19M	Buy	38,240 +5,565	+17%	+$601K	0.33%	60
2021 Q4	$3.48M	Sell	32,675 -16,908	-34%	-$1.84M	0.31%	65
2021 Q3	$5.21M	Buy	49,583 +16,908	+52%	+$1.78M	0.44%	47
2021 Q2	$3.48M	Buy	32,675 +27,943	+591%	+$2.98M	0.31%	65
2021 Q1	$493K	Buy	+4,732	New	+$452K	0.05%	280

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Csenge Advisory Group's IJJ Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.5% in Q2 2026, buying an estimated $127K and bringing the position to 36,185 shares worth $5.35M. The position accounts for 0.22% of the portfolio, ranked #90.

Csenge Advisory Group first reported a position in IJJ in Q1 2021 and has held it in 22 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Csenge Advisory Group held 36,185 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.35M as of Q2 2026.
Csenge Advisory Group bought 897 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $127K.
iShares S&P Mid-Cap 400 Value ETF made up 0.22% of Csenge Advisory Group's portfolio in Q2 2026, its #90 holding.
Csenge Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 22 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.