JNBA Financial Advisors’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 | $4.93M | Sell |
33,379
-768
| -2% | -$109K | 0.37% | 38 |
|
|
2026
Q1 | $4.52M | Sell |
34,147
-1,228
| -3% | -$168K | 0.38% | 41 |
|
|
2025
Q4 | $4.66M | Buy |
35,375
+244
| +0.7% | +$31.8K | 0.41% | 38 |
|
|
2025
Q3 | $4.56M | Sell |
35,131
-829
| -2% | -$106K | 0.41% | 39 |
|
|
2025
Q2 | $4.44M | Sell |
35,960
-460
| -1% | -$54.1K | 0.43% | 39 |
|
|
2025
Q1 | $4.36M | Sell |
36,420
-907
| -2% | -$114K | 0.45% | 37 |
|
|
2024
Q4 | $4.66M | Sell |
37,327
-206
| -0.5% | -$26.3K | 0.48% | 36 |
|
|
2024
Q3 | $4.64M | Sell |
37,533
-1,255
| -3% | -$149K | 0.47% | 36 |
|
|
2024
Q2 | $4.4M | Sell |
38,788
-2,367
| -6% | -$270K | 0.46% | 36 |
|
|
2024
Q1 | $4.87M | Sell |
41,155
-1,589
| -4% | -$179K | 0.51% | 40 |
|
|
2023
Q4 | $4.87M | Sell |
42,744
-1,287
| -3% | -$132K | 0.55% | 41 |
|
|
2023
Q3 | $4.44M | Sell |
44,031
-423
| -1% | -$45.2K | 0.55% | 39 |
|
|
2023
Q2 | $4.76M | Sell |
44,454
-24
| -0.1% | -$2.44K | 0.57% | 40 |
|
|
2023
Q1 | $4.57M | Sell |
44,478
-673
| -1% | -$71.9K | 0.59% | 39 |
|
|
2022
Q4 | $4.55M | Buy |
45,151
+413
| +0.9% | +$41.2K | 0.63% | 41 |
|
|
2022
Q3 | $4.03M | Sell |
44,738
-218
| -0.5% | -$21.7K | 0.62% | 42 |
|
|
2022
Q2 | $4.24M | Sell |
44,956
-250
| -0.6% | -$25.5K | 0.64% | 41 |
|
|
2022
Q1 | $4.96M | Sell |
45,206
-1,007
| -2% | -$109K | 0.66% | 39 |
|
|
2021
Q4 | $5.12M | Sell |
46,213
-140
| -0.3% | -$15.2K | 0.62% | 39 |
|
|
2021
Q3 | $4.78M | Buy |
46,353
+157
| +0.3% | +$16.5K | 0.64% | 39 |
|
|
2021
Q2 | $4.87M | Buy |
46,196
+69
| +0.1% | +$7.37K | 0.66% | 39 |
|
|
2021
Q1 | $4.7M | Buy |
46,127
+97
| +0.2% | +$9.26K | 0.68% | 39 |
|
|
2020
Q4 | $3.97M | Buy |
46,030
+64
| +0.1% | +$5.02K | 0.65% | 39 |
|
|
2020
Q3 | $3.1M | Sell |
45,966
-726
| -2% | -$50.2K | 0.62% | 39 |
|
|
2020
Q2 | $3.1M | Sell |
46,692
-174
| -0.4% | -$10.9K | 0.67% | 37 |
|
|
2020
Q1 | $2.57M | Sell |
46,866
-2,056
| -4% | -$155K | 0.62% | 38 |
|
|
2019
Q4 | $4.18M | Sell |
48,922
-522
| -1% | -$42.9K | 0.8% | 35 |
|
|
2019
Q3 | $3.95M | Sell |
49,444
-74
| -0.1% | -$5.83K | 0.8% | 32 |
|
|
2019
Q2 | $3.95M | Sell |
49,518
-380
| -0.8% | -$30.1K | 0.8% | 29 |
|
|
2019
Q1 | $3.92M | Sell |
49,898
-1,732
| -3% | -$134K | 0.84% | 25 |
|
|
2018
Q4 | $3.57M | Buy |
51,630
+51,330
| +17,110% | +$3.92M | 0.81% | 25 |
|
|
2018
Q3 | $25K | Sell |
300
-53,194
| -99% | -$4.44M | 0.01% | 294 |
|
|
2018
Q2 | $4.33M | Sell |
53,494
-1,212
| -2% | -$96.9K | 0.92% | 22 |
|
|
2018
Q1 | $4.23M | Sell |
54,706
-1,156
| -2% | -$91.7K | 0.9% | 22 |
|
|
2017
Q4 | $4.47M | Sell |
55,862
-492
| -0.9% | -$38.4K | 0.94% | 20 |
|
|
2017
Q3 | $4.3M | Sell |
56,354
-876
| -2% | -$65K | 0.96% | 20 |
|
|
2017
Q2 | $4.25M | Sell |
57,230
-528
| -0.9% | -$39K | 0.97% | 18 |
|
|
2017
Q1 | $4.29M | Sell |
57,758
-1,988
| -3% | -$147K | 1.01% | 18 |
|
|
2016
Q4 | $4.34M | Buy |
59,746
+59,226
| +11,390% | +$4.1M | 1.05% | 18 |
|
|
2016
Q3 | $35K | Sell |
520
-61,478
| -99% | -$4.06M | 0.01% | 633 |
|
|
2016
Q2 | $3.97M | Sell |
61,998
-234
| -0.4% | -$14.7K | 1.11% | 19 |
|
|
2016
Q1 | $3.86M | Sell |
62,232
-1,482
| -2% | -$84K | 1.39% | 16 |
|
|
2015
Q4 | $3.73M | Sell |
63,714
-1,080
| -2% | -$65.4K | 1.43% | 16 |
|
|
2015
Q3 | $3.74M | Buy |
64,794
+5,446
| +9% | +$334K | 1.59% | 14 |
|
|
2015
Q2 | $3.83M | Buy |
59,348
+668
| +1% | +$44.1K | 1.45% | 13 |
|
|
2015
Q1 | $3.84M | Buy |
58,680
+2,474
| +4% | +$159K | 1.48% | 13 |
|
|
2014
Q4 | $3.59M | Buy |
56,206
+1,944
| +4% | +$120K | 1.45% | 13 |
|
|
2014
Q3 | $3.26M | Buy |
54,262
+1,298
| +2% | +$81.1K | 1.48% | 14 |
|
|
2014
Q2 | $3.36M | Sell |
52,964
-704
| -1% | -$42.9K | 1.63% | 14 |
|
|
2014
Q1 | $3.23M | Sell |
53,668
-714
| -1% | -$41.8K | 1.7% | 13 |
|
|
2013
Q4 | $3.16M | Buy |
54,382
+430
| +0.8% | +$24.2K | 1.73% | 13 |
|
|
2013
Q3 | $2.91M | Buy |
53,952
+478
| +0.9% | +$25.5K | 1.82% | 13 |
|
|
2013
Q2 | $2.71M | Buy |
+53,474
| New | +$2.71M | 1.86% | 14 |
|
Other funds holding IJJ
DADC
JNBA Financial Advisors's IJJ Position: Q2 2026 in Review
JNBA Financial Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.2% in Q2 2026, selling an estimated $109K and leaving 33,379 shares worth $4.93M. The position accounts for 0.37% of the portfolio, ranked #38.
JNBA Financial Advisors first reported a position in IJJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.12M in Q4 2021. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- JNBA Financial Advisors held 33,379 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.93M as of Q2 2026.
- JNBA Financial Advisors sold 768 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $109K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.37% of JNBA Financial Advisors's portfolio in Q2 2026, its #38 holding.
- JNBA Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 53 quarters since.
- JNBA Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.12M in Q4 2021.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.