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

FC Advisory’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 		$641K Buy
4,651
+15
+0.3% +$2.2K 0.17% 72
2026
Q2 		$685K Sell
4,636
-81
-2% -$11.5K 0.18% 69
2026
Q1 		$625K Sell
4,717
-585
-11% -$80.1K 0.18% 70
2025
Q4 		$698K Buy
5,302
+23
+0.4% +$2.99K 0.2% 66
2025
Q3 		$685K Buy
5,279
+16
+0.3% +$2.05K 0.2% 69
2025
Q2 		$650K Buy
5,263
+767
+17% +$90.2K 0.2% 67
2025
Q1 		$538K Sell
4,496
-100
-2% -$12.5K 0.18% 73
2024
Q4 		$574K Sell
4,596
-20
-0.4% -$2.55K 0.19% 67
2024
Q3 		$571K Buy
4,616
+21
+0.5% +$2.5K 0.19% 68
2024
Q2 		$521K Buy
4,595
+19
+0.4% +$2.17K 0.19% 65
2024
Q1 		$541K Sell
4,576
-81
-2% -$9.12K 0.2% 63
2023
Q4 		$531K Buy
4,657
+1,058
+29% +$109K 0.21% 63
2023
Q3 		$363K Sell
3,599
-200
-5% -$21.4K 0.15% 77
2023
Q2 		$407K Buy
3,799
+220
+6% +$22.3K 0.17% 71
2023
Q1 		$368K Sell
3,579
-78
-2% -$8.34K 0.16% 73
2022
Q4 		$369K Buy
3,657
+43
+1% +$4.29K 0.17% 66
2022
Q3 		$325K Buy
3,614
+1,118
+45% +$111K 0.16% 68
2022
Q2 		$236K Buy
2,496
+10
+0.4% +$1.02K 0.11% 76
2022
Q1 		$273K Buy
2,486
+97
+4% +$10.5K 0.12% 67
2021
Q4 		$264K Buy
2,389
+25
+1% +$2.72K 0.11% 62
2021
Q3 		$244K Hold
2,364
– – 0.11% 62
2021
Q2 		$249K Buy
2,364
+16
+0.7% +$1.71K 0.11% 63
2021
Q1 		$239K Hold
2,348
– – 0.12% 62
2020
Q4 		$203K Buy
+2,348
New +$184K 0.1% 63

Other funds holding IJJ

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

FC Advisory's IJJ Position: Q3 2026 in Review

FC Advisory increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.32% in Q3 2026, buying an estimated $2.2K and bringing the position to 4,651 shares worth $641K. The position accounts for 0.17% of the portfolio, ranked #72.

FC Advisory first reported a position in IJJ in Q4 2020 and has held it in 24 quarters since. The position peaked at $698K in Q4 2025. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • FC Advisory held 4,651 shares of iShares S&P Mid-Cap 400 Value ETF worth $641K as of Q3 2026.
  • FC Advisory bought 15 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $2.2K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.17% of FC Advisory's portfolio in Q3 2026, its #72 holding.
  • FC Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • FC Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $698K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.