Insight Inv LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Insight Inv LLC’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	$346K	Sell	2,344 -372	-14%	-$52.6K	0.16%	73
2026 Q1	$360K	Sell	2,716 -425	-14%	-$58.2K	0.2%	73
2025 Q4	$413K	Sell	3,141 -400	-11%	-$52.1K	0.23%	75
2025 Q3	$459K	Sell	3,541 -258	-7%	-$33K	0.27%	73
2025 Q2	$469K	Sell	3,799 -50	-1%	-$5.88K	0.31%	70
2025 Q1	$461K	Hold	3,849	–	–	0.32%	70
2024 Q4	$481K	Buy	+3,849	New	+$491K	0.33%	71

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Insight Inv LLC's IJJ Position: Q2 2026 in Review

Insight Inv LLC reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 14% in Q2 2026, selling an estimated $52.6K and leaving 2,344 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #73.

Insight Inv LLC first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $481K in Q4 2024. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Insight Inv LLC held 2,344 shares of iShares S&P Mid-Cap 400 Value ETF worth $346K as of Q2 2026.
Insight Inv LLC sold 372 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $52.6K.
iShares S&P Mid-Cap 400 Value ETF made up 0.16% of Insight Inv LLC's portfolio in Q2 2026, its #73 holding.
Insight Inv LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
Insight Inv LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $481K in Q4 2024.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.