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

Eclectic Associates’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	$275K	Hold	2,000	–	–	0.03%	135
2026 Q2	$295K	Sell	2,000 -46	-2%	-$6.51K	0.03%	132
2026 Q1	$271K	Hold	2,046	–	–	0.04%	133
2025 Q4	$269K	Hold	2,046	–	–	0.04%	123
2025 Q3	$265K	Hold	2,046	–	–	0.05%	111
2025 Q2	$253K	Hold	2,046	–	–	0.06%	111
2025 Q1	$245K	Hold	2,046	–	–	0.07%	110
2024 Q4	$256K	Hold	2,046	–	–	0.08%	110
2024 Q3	$253K	Hold	2,046	–	–	0.1%	94
2024 Q2	$232K	Hold	2,046	–	–	0.1%	85
2024 Q1	$242K	Hold	2,046	–	–	0.11%	83
2023 Q4	$233K	Hold	2,046	–	–	0.11%	80
2023 Q3	$207K	Hold	2,046	–	–	0.11%	79
2023 Q2	$219K	Hold	2,046	–	–	0.11%	79
2023 Q1	$210K	Hold	2,046	–	–	0.11%	77
2022 Q4	$206K	Buy	+2,046	New	+$204K	0.1%	76
2022 Q2	–	Sell	-2,046	Closed	-$224K	–	69
2022 Q1	$224K	Hold	2,046	–	–	0.14%	68
2021 Q4	$226K	Hold	2,046	–	–	0.14%	72
2021 Q3	$211K	Hold	2,046	–	–	0.15%	65
2021 Q2	$216K	Hold	2,046	–	–	0.16%	63
2021 Q1	$209K	Buy	+2,046	New	+$195K	0.17%	61

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

Eclectic Associates's IJJ Position: Q3 2026 in Review

Eclectic Associates held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 2,000 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #135.

Eclectic Associates first reported a position in IJJ in Q1 2021 and has held it in 21 quarters since. The position peaked at $295K in Q2 2026. 266 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Eclectic Associates held 2,000 shares of iShares S&P Mid-Cap 400 Value ETF worth $275K as of Q3 2026.
Eclectic Associates 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 0.03% of Eclectic Associates's portfolio in Q3 2026, its #135 holding.
Eclectic Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 21 quarters since.
Eclectic Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $295K in Q2 2026.
266 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.