Greenup Street Wealth Management’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
$776K Sell
5,251
-476
-8% -$67.3K 0.09% 78
2026
Q1
$759K Sell
5,727
-503
-8% -$68.9K 0.11% 76
2025
Q4
$820K Sell
6,230
-1,047
-14% -$136K 0.12% 71
2025
Q3
$944K Sell
7,277
-130,831
-95% -$16.8M 0.15% 78
2025
Q2
$17.1M Buy
138,108
+15,025
+12% +$1.77M 2.97% 9
2025
Q1
$14.7M Buy
123,083
+14,557
+13% +$1.82M 2.92% 10
2024
Q4
$13.6M Buy
108,526
+22,619
+26% +$2.89M 2.69% 9
2024
Q3
$10.6M Buy
85,907
+9,560
+13% +$1.14M 2.19% 12
2024
Q2
$8.66M Buy
76,347
+1,859
+2% +$212K 2.04% 13
2024
Q1
$8.81M Buy
74,488
+2,066
+3% +$233K 2.21% 11
2023
Q4
$8.26M Buy
72,422
+2,732
+4% +$281K 2.3% 11
2023
Q3
$7.03M Buy
69,690
+12,465
+22% +$1.33M 2.3% 10
2023
Q2
$6.13M Buy
57,225
+9,869
+21% +$1M 1.68% 16
2023
Q1
$4.87M Sell
47,356
-14,150
-23% -$1.51M 1.71% 17
2022
Q4
$6.2M Buy
61,506
+2,377
+4% +$237K 2.59% 9
2022
Q3
$5.32M Sell
59,129
-24,341
-29% -$2.42M 2.4% 10
2022
Q2
$7.88M Buy
83,470
+45,319
+119% +$4.62M 3.71% 6
2022
Q1
$4.18M Buy
38,151
+11,053
+41% +$1.19M 2.31% 9
2021
Q4
$3M Buy
+27,098
New +$2.95M 1.76% 15

Other funds holding IJJ

Greenup Street Wealth Management's IJJ Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.3% in Q2 2026, selling an estimated $67.3K and leaving 5,251 shares worth $776K. The position accounts for 0.09% of the portfolio, ranked #78.

Greenup Street Wealth Management first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.1M in Q2 2025. 364 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Greenup Street Wealth Management held 5,251 shares of iShares S&P Mid-Cap 400 Value ETF worth $776K as of Q2 2026.
  • Greenup Street Wealth Management sold 476 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $67.3K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.09% of Greenup Street Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Greenup Street Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Greenup Street Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $17.1M in Q2 2025.
  • 364 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.