Doliver Advisors’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
Q2
$531K Sell
3,594
-18
-0.5% -$2.55K 0.12% 121
2026
Q1
$479K Buy
3,612
+10
+0.3% +$1.37K 0.11% 118
2025
Q4
$474K Sell
3,602
-119
-3% -$15.5K 0.12% 117
2025
Q3
$483K Sell
3,721
-229
-6% -$29.3K 0.12% 115
2025
Q2
$488K Sell
3,950
-185
-4% -$21.8K 0.13% 108
2025
Q1
$495K Buy
+4,135
New +$518K 0.14% 102

Other funds holding IJJ

Doliver Advisors's IJJ Position: Q2 2026 in Review

Doliver Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.5% in Q2 2026, selling an estimated $2.55K and leaving 3,594 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #121.

Doliver Advisors first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Doliver Advisors held 3,594 shares of iShares S&P Mid-Cap 400 Value ETF worth $531K as of Q2 2026.
  • Doliver Advisors sold 18 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $2.55K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Doliver Advisors's portfolio in Q2 2026, its #121 holding.
  • Doliver Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.