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 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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Eclectic Associates's IJJ Position: Q2 2026 in Review

Eclectic Associates reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.2% in Q2 2026, selling an estimated $6.51K and leaving 2,000 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #132.

Eclectic Associates first reported a position in IJJ in Q1 2021 and has held it in 20 quarters since. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Eclectic Associates held 2,000 shares of iShares S&P Mid-Cap 400 Value ETF worth $295K as of Q2 2026.
Eclectic Associates sold 46 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $6.51K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Eclectic Associates's portfolio in Q2 2026, its #132 holding.
Eclectic Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 20 quarters since.
157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.