JGIA
IJJ icon

Jackson Grant Investment Advisers’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Jackson Grant Investment Advisers’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 		$214K Buy
1,448
+5
+0.3% +$707 0.07% 117
2026
Q1 		$191K Buy
1,443
+5
+0.3% +$685 0.06% 120
2025
Q4 		$189K Buy
1,438
+9
+0.6% +$1.17K 0.06% 118
2025
Q3 		$185K Buy
1,429
+6
+0.4% +$768 0.06% 121
2025
Q2 		$176K Buy
1,423
+6
+0.4% +$706 0.06% 111
2025
Q1 		$170K Buy
1,417
+5
+0.4% +$626 0.07% 113
2024
Q4 		$176K Buy
1,412
+7
+0.5% +$894 0.07% 108
2024
Q3 		$174K Buy
1,405
+9
+0.6% +$1.07K 0.06% 112
2024
Q2 		$158K Buy
1,396
+6
+0.4% +$684 0.06% 113
2024
Q1 		$164K Buy
1,390
+4
+0.3% +$450 0.07% 114
2023
Q4 		$158K Buy
1,386
+7
+0.5% +$720 0.07% 111
2023
Q3 		$139K Buy
1,379
+8
+0.6% +$855 0.07% 115
2023
Q2 		$147K Buy
1,371
+4
+0.3% +$406 0.07% 117
2023
Q1 		$140K Buy
1,367
+7
+0.5% +$748 0.07% 126
2022
Q4 		$137K Buy
1,360
+7
+0.5% +$699 0.07% 121
2022
Q3 		$122K Buy
1,353
+10
+0.7% +$995 0.06% 120
2022
Q2 		$127K Buy
1,343
+5
+0.4% +$510 0.06% 123
2022
Q1 		$147K Buy
1,338
+5
+0.4% +$540 0.06% 125
2021
Q4 		$148K Buy
1,333
+6
+0.5% +$653 0.08% 107
2021
Q3 		$137K Buy
1,327
+7
+0.5% +$736 0.06% 132
2021
Q2 		$139K Buy
1,320
+4
+0.3% +$427 0.06% 130
2021
Q1 		$134K Buy
1,316
+5
+0.4% +$477 0.06% 127
2020
Q4 		$113K Buy
1,311
+5
+0.4% +$392 0.06% 127
2020
Q3 		$88K Buy
1,306
+8
+0.6% +$553 0.05% 119
2020
Q2 		$86K Buy
1,298
+6
+0.5% +$376 0.05% 117
2020
Q1 		$71K Buy
1,292
+12
+0.9% +$902 0.05% 121
2019
Q4 		$109K Buy
1,280
+6
+0.5% +$493 0.06% 117
2019
Q3 		$102K Buy
1,274
+6
+0.5% +$472 0.06% 120
2019
Q2 		$101K Buy
1,268
+4
+0.3% +$317 0.06% 116
2019
Q1 		$99K Buy
1,264
+6
+0.5% +$465 0.06% 111
2018
Q4 		$87K Buy
1,258
+12
+1% +$917 0.06% 118
2018
Q3 		$104K Buy
1,246
+4
+0.3% +$334 0.07% 116
2018
Q2 		$101K Hold
1,242
– – 0.07% 115
2018
Q1 		$96K Buy
1,242
+6
+0.5% +$476 0.07% 114
2017
Q4 		$99K Buy
1,236
+10
+0.8% +$780 0.07% 116
2017
Q3 		$94K Buy
1,226
+6
+0.5% +$445 0.07% 114
2017
Q2 		$91K Buy
1,220
+4
+0.3% +$296 0.07% 101
2017
Q1 		$90K Hold
1,216
– – 0.07% 101
2016
Q4 		$88K Buy
1,216
+12
+1% +$830 0.07% 99
2016
Q3 		$80K Hold
1,204
– – 0.07% 97
2016
Q2 		$77K Buy
1,204
+10
+0.8% +$629 0.07% 89
2016
Q1 		$74K Buy
1,194
+6
+0.5% +$340 0.07% 89
2015
Q4 		$70K Buy
+1,188
New +$71.9K 0.07% 92

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Jackson Grant Investment Advisers's IJJ Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.35% in Q2 2026, buying an estimated $707 and bringing the position to 1,448 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #117.

Jackson Grant Investment Advisers first reported a position in IJJ in Q4 2015 and has held it in 43 quarters since. 429 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,448 shares of iShares S&P Mid-Cap 400 Value ETF worth $214K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 5 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $707.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #117 holding.
  • Jackson Grant Investment Advisers first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 429 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.