First Heartland Consultants’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

First Heartland Consultants’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	$1.12M	Buy	7,613 +5,448	+252%	+$771K	0.07%	202
2026 Q1	$287K	Hold	2,165	–	–	0.02%	420
2025 Q4	$285K	Sell	2,165 -160	-7%	-$20.8K	0.02%	434
2025 Q3	$302K	Sell	2,325 -1	-0%	-$128	0.02%	403
2025 Q2	$287K	Sell	2,326 -15,118	-87%	-$1.78M	0.03%	396
2025 Q1	$2.09M	Sell	17,444 -10,188	-37%	-$1.28M	0.22%	96
2024 Q4	$3.45M	Buy	27,632 +23,878	+636%	+$3.05M	0.35%	61
2024 Q3	$464K	Sell	3,754 -795	-17%	-$94.5K	0.05%	255
2024 Q2	$516	Sell	4,549 -102	-2%	-$11.6K	0.04%	253
2024 Q1	$550K	Sell	4,651 -87,305	-95%	-$9.83M	0.06%	236
2023 Q4	$10.5M	Buy	91,956 +12,784	+16%	+$1.31M	1.26%	18
2023 Q3	$7.99M	Buy	79,172 +52,652	+199%	+$5.63M	1.01%	27
2023 Q2	$2.84M	Sell	26,520 -14,005	-35%	-$1.42M	0.37%	66
2023 Q1	$4.16M	Buy	40,525 +9,478	+31%	+$1.01M	0.63%	40
2022 Q4	$3.13M	Buy	31,047 +13,885	+81%	+$1.39M	0.5%	52
2022 Q3	$1.54K	Buy	17,162 +11,118	+184%	+$1.11M	0.13%	96
2022 Q2	$570K	Sell	6,044 -18,000	-75%	-$1.84M	0.09%	172
2022 Q1	$2.64M	Buy	24,044 +2,354	+11%	+$254K	0.41%	51
2021 Q4	$2.4K	Buy	21,690 +2,847	+15%	+$310K	0.09%	66
2021 Q3	$1.94M	Sell	18,843 -6,791	-26%	-$714K	0.3%	80
2021 Q2	$2.7M	Buy	25,634 +18,042	+238%	+$1.93M	0.41%	61
2021 Q1	$774K	Buy	+7,592	New	+$725K	0.12%	147
2018 Q4	–	Sell	-3,740	Closed	-$313K	–	251
2018 Q3	$313K	Sell	3,740 -274	-7%	-$22.9K	0.1%	182
2018 Q2	$325K	Sell	4,014 -2,396	-37%	-$192K	0.11%	179
2018 Q1	$495K	Sell	6,410 -40	-0.6%	-$3.17K	0.15%	156
2017 Q4	$516K	Sell	6,450 -158	-2%	-$12.3K	0.16%	148
2017 Q3	$505K	Sell	6,608 -12	-0.2%	-$890	0.12%	216
2017 Q2	$492K	Sell	6,620 -95,938	-94%	-$7.09M	0.13%	203
2017 Q1	$7.61M	Buy	102,558 +77,294	+306%	+$5.73M	2.12%	5
2016 Q4	$1.83M	Sell	25,264 -49,666	-66%	-$3.44M	0.56%	39
2016 Q3	$4.98M	Buy	74,930 +17,052	+29%	+$1.13M	1.45%	11
2016 Q2	$3.71K	Buy	57,878 +35,058	+154%	+$2.21M	0.41%	17
2016 Q1	$1.42M	Buy	+22,820	New	+$1.29M	0.54%	38
2014 Q4	–	Sell	-69,822	Closed	-$4.2M	–	261
2014 Q3	$4.2M	Sell	69,822 -3,390	-5%	-$212K	1.85%	6
2014 Q2	$4.65M	Buy	+73,212	New	+$4.46M	2.1%	5
2013 Q4	–	Sell	-11,256	Closed	-$616K	–	219
2013 Q3	$616K	Sell	11,256 -9,626	-46%	-$514K	0.37%	79
2013 Q2	$1.06M	Buy	+20,882	New	+$1.06M	0.61%	38

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

First Heartland Consultants's IJJ Position: Q2 2026 in Review

First Heartland Consultants increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 252% in Q2 2026, buying an estimated $771K and bringing the position to 7,613 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #202.

First Heartland Consultants first reported a position in IJJ in Q2 2013 and has held it in 37 quarters since. The position peaked at $10.5M in Q4 2023. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

First Heartland Consultants held 7,613 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.12M as of Q2 2026.
First Heartland Consultants bought 5,448 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $771K.
iShares S&P Mid-Cap 400 Value ETF made up 0.07% of First Heartland Consultants's portfolio in Q2 2026, its #202 holding.
First Heartland Consultants first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 37 quarters since.
First Heartland Consultants's iShares S&P Mid-Cap 400 Value ETF position peaked at $10.5M in Q4 2023.
157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.