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

Finley Financial’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	$1.15M	Hold	7,760	–	–	0.46%	31
2026 Q1	$1.03M	Hold	7,760	–	–	0.48%	31
2025 Q4	$1.02M	Hold	7,760	–	–	0.47%	30
2025 Q3	$1.01M	Hold	7,760	–	–	0.47%	30
2025 Q2	$959K	Hold	7,760	–	–	0.48%	31
2025 Q1	$890K	Hold	7,760	–	–	0.5%	31
2024 Q4	$992K	Buy	+7,760	New	+$991K	0.52%	32

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Finley Financial's IJJ Position: Q2 2026 in Review

Finley Financial held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 7,760 shares worth $1.15M. The position accounts for 0.46% of the portfolio, ranked #31.

Finley Financial first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Finley Financial held 7,760 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.15M as of Q2 2026.
Finley Financial left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.46% of Finley Financial's portfolio in Q2 2026, its #31 holding.
Finley Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.