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

GAMMA Investing’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 		$162K Hold
1,174
– – 0.01% 1491
2026
Q2 		$173K Buy
1,174
+611
+109% +$86.4K 0.01% 1375
2026
Q1 		$74.6K Buy
563
+181
+47% +$24.8K ﹤0.01% 1875
2025
Q4 		$50.3K Hold
382
– – ﹤0.01% 2078
2025
Q3 		$49.6K Buy
382
+44
+13% +$5.63K ﹤0.01% 1999
2025
Q2 		$41.8K Hold
338
– – ﹤0.01% 2038
2025
Q1 		$40.5K Hold
338
– – ﹤0.01% 1939
2024
Q4 		$42.2K Hold
338
– – ﹤0.01% 1790
2024
Q3 		$41.8K Buy
338
+164
+94% +$19.5K ﹤0.01% 1628
2024
Q2 		$19.7K Buy
+174
New +$19.8K ﹤0.01% 1869

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

GAMMA Investing's IJJ Position: Q3 2026 in Review

GAMMA Investing held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 1,174 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #1491.

GAMMA Investing first reported a position in IJJ in Q2 2024 and has held it in 10 quarters since. The position peaked at $173K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • GAMMA Investing held 1,174 shares of iShares S&P Mid-Cap 400 Value ETF worth $162K as of Q3 2026.
  • GAMMA Investing left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1491 holding.
  • GAMMA Investing first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 10 quarters since.
  • GAMMA Investing's iShares S&P Mid-Cap 400 Value ETF position peaked at $173K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.