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

Grimes & Company’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 		$225K Buy
+1,521
New +$215K ﹤0.01% 417
2019
Q2 		– Sell
-2,814
Closed -$221K – 251
2019
Q1 		$221K Buy
+2,814
New +$218K 0.02% 228

Other funds holding IJJ

CC
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
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

Grimes & Company's IJJ Position: Q2 2026 in Review

Grimes & Company opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,521 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Grimes & Company previously reported a position in IJJ as recently as Q1 2019.

Grimes & Company first reported a position in IJJ in Q1 2019 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Grimes & Company held 1,521 shares of iShares S&P Mid-Cap 400 Value ETF worth $225K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new Grimes & Company position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Grimes & Company's portfolio in Q2 2026, its #417 holding.
  • Grimes & Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.