Fortitude Family Office’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
$6.94K Hold
47
﹤0.01% 934
2026
Q1
$6.23K Sell
47
-65
-58% -$8.9K ﹤0.01% 841
2025
Q4
$14.7K Buy
+112
New +$14.6K ﹤0.01% 468

Other funds holding IJJ

Fortitude Family Office's IJJ Position: Q2 2026 in Review

Fortitude Family Office held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 47 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Fortitude Family Office first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.7K in Q4 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Fortitude Family Office held 47 shares of iShares S&P Mid-Cap 400 Value ETF worth $6.94K as of Q2 2026.
  • Fortitude Family Office 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 ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #934 holding.
  • Fortitude Family Office first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Fortitude Family Office's iShares S&P Mid-Cap 400 Value ETF position peaked at $14.7K 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 Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.