IMA Advisory Services’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
$169K Buy
1,143
+805
+238% +$114K 0.01% 344
2026
Q1
$44.8K Hold
338
﹤0.01% 256
2025
Q4
$44.5K Hold
338
﹤0.01% 253
2025
Q3
$43.8K Hold
338
﹤0.01% 250
2025
Q2
$41.8K Hold
338
﹤0.01% 240
2025
Q1
$40.5K Buy
+338
New +$42.3K ﹤0.01% 241

Other funds holding IJJ

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

IMA Advisory Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 238% in Q2 2026, buying an estimated $114K and bringing the position to 1,143 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #344.

IMA Advisory Services first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • IMA Advisory Services held 1,143 shares of iShares S&P Mid-Cap 400 Value ETF worth $169K as of Q2 2026.
  • IMA Advisory Services bought 805 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $114K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #344 holding.
  • IMA Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.