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

CX Institutional’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	$32K	Buy	233 +1	+0.4%	+$147	﹤0.01%	1110
2026 Q2	$34K	Buy	232 +1	+0.4%	+$141	﹤0.01%	1048
2026 Q1	$31K	Sell	231 -134	-37%	-$18.4K	﹤0.01%	1044
2025 Q4	$48K	Buy	365 +2	+0.6%	+$260	﹤0.01%	973
2025 Q3	$47K	Buy	363 +134	+59%	+$17.2K	﹤0.01%	952
2025 Q2	$28K	Hold	229	–	–	﹤0.01%	932
2025 Q1	$27K	Buy	+229	New	+$28.7K	﹤0.01%	919
2022 Q3	–	Sell	-453	Closed	-$43K	–	787
2022 Q2	$43K	Buy	+453	New	+$46.2K	﹤0.01%	708

Other funds holding IJJ

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

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

CX Institutional's IJJ Position: Q3 2026 in Review

CX Institutional increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.43% in Q3 2026, buying an estimated $147 and bringing the position to 233 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

CX Institutional first reported a position in IJJ in Q2 2022 and has held it in 8 quarters since. The position peaked at $48K in Q4 2025. 274 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

CX Institutional held 233 shares of iShares S&P Mid-Cap 400 Value ETF worth $32K as of Q3 2026.
CX Institutional bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q3 2026, an estimated $147.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1110 holding.
CX Institutional first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's iShares S&P Mid-Cap 400 Value ETF position peaked at $48K in Q4 2025.
274 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.