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

Eagle Strategies’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 		$347K Buy
2,350
+7
+0.3% +$990 0.03% 221
2026
Q1 		$310K Sell
2,343
-1,504
-39% -$206K 0.04% 214
2025
Q4 		$506K Buy
3,847
+144
+4% +$18.7K 0.06% 168
2025
Q3 		$480K Buy
3,703
+226
+6% +$28.9K 0.06% 171
2025
Q2 		$430K Sell
3,477
-21
-0.6% -$2.47K 0.07% 159
2025
Q1 		$419K Buy
3,498
+87
+3% +$10.9K 0.07% 151
2024
Q4 		$426K Buy
3,411
+7
+0.2% +$894 0.07% 150
2024
Q3 		$421K Sell
3,404
-242
-7% -$28.8K 0.08% 148
2024
Q2 		$414K Buy
+3,646
New +$416K 0.08% 149
2024
Q1 		– Sell
-3,144
Closed -$359K – 295
2023
Q4 		$359K Sell
3,144
-235
-7% -$24.2K 0.08% 146
2023
Q3 		$341K Buy
3,379
+13
+0.4% +$1.39K 0.08% 137
2023
Q2 		$361K Buy
3,366
+8
+0.2% +$813 0.09% 137
2023
Q1 		$345K Buy
3,358
+80
+2% +$8.55K 0.09% 137
2022
Q4 		$330K Buy
+3,278
New +$327K 0.1% 127
2022
Q3 		– Sell
-3,182
Closed -$300K – 120
2022
Q2 		$300K Buy
3,182
+11
+0.3% +$1.12K 0.11% 113
2022
Q1 		$348K Sell
3,171
-132
-4% -$14.2K 0.14% 104
2021
Q4 		$366K Buy
+3,303
New +$359K 0.14% 109

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Eagle Strategies's IJJ Position: Q2 2026 in Review

Eagle Strategies increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.3% in Q2 2026, buying an estimated $990 and bringing the position to 2,350 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #221.

Eagle Strategies first reported a position in IJJ in Q4 2021 and has held it in 17 quarters since. The position peaked at $506K in Q4 2025. 450 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Eagle Strategies held 2,350 shares of iShares S&P Mid-Cap 400 Value ETF worth $347K as of Q2 2026.
  • Eagle Strategies bought 7 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $990.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #221 holding.
  • Eagle Strategies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 17 quarters since.
  • Eagle Strategies's iShares S&P Mid-Cap 400 Value ETF position peaked at $506K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.