FC Advisory’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
$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

FC Advisory's IJJ Position: Q2 2026 in Review

FC Advisory reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.7% in Q2 2026, selling an estimated $11.5K and leaving 4,636 shares worth $685K. The position accounts for 0.18% of the portfolio, ranked #69.

FC Advisory first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $698K in Q4 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • FC Advisory held 4,636 shares of iShares S&P Mid-Cap 400 Value ETF worth $685K as of Q2 2026.
  • FC Advisory sold 81 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $11.5K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.18% of FC Advisory's portfolio in Q2 2026, its #69 holding.
  • FC Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • FC Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $698K in Q4 2025.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.