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

JMAC Enterprises’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	$1.65M	Sell	11,149 -11,203	-50%	-$1.58M	0.28%	46
2026 Q1	$2.96M	Hold	22,352	–	–	0.57%	42
2025 Q4	$2.94M	Sell	22,352 -25	-0.1%	-$3.25K	0.56%	42
2025 Q3	$2.9M	Sell	22,377 -156	-0.7%	-$20K	0.57%	42
2025 Q2	$2.78M	Sell	22,533 -39,108	-63%	-$4.6M	0.6%	42
2025 Q1	$7.38M	Sell	61,641 -79,957	-56%	-$10M	1.75%	22
2024 Q4	$17.7M	Buy	141,598 +198	+0.1%	+$25.3K	2.78%	6
2024 Q3	$17.5M	Buy	141,400 +641	+0.5%	+$76.2K	2.79%	6
2024 Q2	$16M	Sell	140,759 -9,379	-6%	-$1.07M	2.8%	6
2024 Q1	$17.8M	Buy	150,138 +11,326	+8%	+$1.28M	3.3%	6
2023 Q4	$15.8M	Buy	138,812 +3,006	+2%	+$309K	3.41%	6
2023 Q3	$13.7M	Buy	135,806 +4,309	+3%	+$461K	3.38%	6
2023 Q2	$14.1M	Buy	131,497 +1,601	+1%	+$163K	3.48%	6
2023 Q1	$13.3M	Sell	129,896 -1,116	-0.9%	-$119K	3.39%	6
2022 Q4	$13.2M	Sell	131,012 -2,155	-2%	-$215K	3.63%	6
2022 Q3	$12M	Sell	133,167 -12,866	-9%	-$1.28M	3.36%	6
2022 Q2	$13.8M	Sell	146,033 -387	-0.3%	-$39.5K	3.55%	6
2022 Q1	$16.1M	Sell	146,420 -445	-0.3%	-$48K	3.78%	6
2021 Q4	$15.7M	Buy	+146,865	New	+$16M	3.71%	6

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JMAC Enterprises's IJJ Position: Q2 2026 in Review

JMAC Enterprises reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 50% in Q2 2026, selling an estimated $1.58M and leaving 11,149 shares worth $1.65M. The position accounts for 0.28% of the portfolio, ranked #46.

JMAC Enterprises first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.8M in Q1 2024. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

JMAC Enterprises held 11,149 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.65M as of Q2 2026.
JMAC Enterprises sold 11,203 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.58M.
iShares S&P Mid-Cap 400 Value ETF made up 0.28% of JMAC Enterprises's portfolio in Q2 2026, its #46 holding.
JMAC Enterprises first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
JMAC Enterprises's iShares S&P Mid-Cap 400 Value ETF position peaked at $17.8M in Q1 2024.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on JMAC Enterprises's 13F filing for Q2 2026, filed 28 Jul 2026.