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Holland Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Holland Advisory Services’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 		$240K Buy
1,627
+1
+0.1% +$141 0.27% 46
2026
Q1 		$215K Buy
1,626
+1
+0.1% +$137 0.29% 43
2025
Q4 		$214K Buy
1,625
+1
+0.1% +$130 0.29% 42
2025
Q3 		$211K Sell
1,624
-184
-10% -$23.6K 0.29% 43
2025
Q2 		$223K Buy
1,808
+7
+0.4% +$824 0.33% 41
2025
Q1 		$216K Buy
1,801
+7
+0.4% +$876 0.33% 42
2024
Q4 		$224K Buy
1,794
+9
+0.5% +$1.15K 0.29% 42
2024
Q3 		$221K Buy
1,785
+11
+0.6% +$1.31K 0.29% 42
2024
Q2 		$201K Sell
1,774
-302
-15% -$34.4K 0.25% 41
2024
Q1 		$246K Buy
2,076
+7
+0.3% +$788 0.27% 37
2023
Q4 		$236K Sell
2,069
-742
-26% -$76.3K 0.27% 37
2023
Q3 		$284K Hold
2,811
– – 0.36% 27
2023
Q2 		$301K Buy
2,811
+9
+0.3% +$914 0.38% 21
2023
Q1 		$288K Sell
2,802
-1,208
-30% -$129K 0.34% 23
2022
Q4 		$404K Sell
4,010
-68,628
-94% -$6.85M 0.48% 18
2022
Q3 		$6.54M Sell
72,638
-4,350
-6% -$433K 8.09% 7
2022
Q2 		$7.27M Sell
76,988
-2,855
-4% -$291K 8.7% 6
2022
Q1 		$8.75M Sell
79,843
-2,602
-3% -$281K 10.17% 3
2021
Q4 		$9.13M Buy
+82,445
New +$8.97M 10.54% 2

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
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Holland Advisory Services's IJJ Position: Q2 2026 in Review

Holland Advisory Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.06% in Q2 2026, buying an estimated $141 and bringing the position to 1,627 shares worth $240K. The position accounts for 0.27% of the portfolio, ranked #46.

Holland Advisory Services first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.13M in Q4 2021. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Holland Advisory Services held 1,627 shares of iShares S&P Mid-Cap 400 Value ETF worth $240K as of Q2 2026.
  • Holland Advisory Services bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.27% of Holland Advisory Services's portfolio in Q2 2026, its #46 holding.
  • Holland Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Holland Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.13M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.