KCM Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

KCM Investment Advisors’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	$244K	Hold	1,649	–	–	0.01%	378
2026 Q1	$218K	Buy	+1,649	New	+$226K	0.01%	378
2024 Q4	–	Sell	-1,940	Closed	-$240K	–	378
2024 Q3	$240K	Sell	1,940 -450	-19%	-$53.5K	0.01%	348
2024 Q2	$271K	Hold	2,390	–	–	0.01%	321
2024 Q1	$283K	Hold	2,390	–	–	0.01%	327
2023 Q4	$273K	Hold	2,390	–	–	0.01%	325
2023 Q3	$241K	Hold	2,390	–	–	0.01%	338
2023 Q2	$256K	Hold	2,390	–	–	0.01%	351
2023 Q1	$246K	Buy	+2,390	New	+$255K	0.01%	374
2022 Q4	–	Sell	-2,570	Closed	-$231K	–	393
2022 Q3	$231K	Sell	2,570 -575	-18%	-$57.2K	0.01%	344
2022 Q2	$297K	Hold	3,145	–	–	0.01%	331
2022 Q1	$345K	Hold	3,145	–	–	0.01%	339
2021 Q4	$348K	Sell	3,145 -15	-0.5%	-$1.63K	0.01%	329
2021 Q3	$326K	Hold	3,160	–	–	0.01%	315
2021 Q2	$333K	Hold	3,160	–	–	0.01%	314
2021 Q1	$322K	Hold	3,160	–	–	0.01%	303
2020 Q4	$273K	Hold	3,160	–	–	0.01%	301
2020 Q3	$213K	Sell	3,160 -844	-21%	-$58.3K	0.01%	302
2020 Q2	$266K	Sell	4,004 -400	-9%	-$25.1K	0.02%	288
2020 Q1	$242K	Sell	4,404 -60	-1%	-$4.51K	0.02%	279
2019 Q4	$381K	Hold	4,464	–	–	0.02%	267
2019 Q3	$357K	Hold	4,464	–	–	0.02%	269
2019 Q2	$356K	Sell	4,464 -2,400	-35%	-$190K	0.02%	264
2019 Q1	$539K	Hold	6,864	–	–	0.03%	215
2018 Q4	$475K	Sell	6,864 -590	-8%	-$45.1K	0.03%	339
2018 Q3	$624K	Buy	7,454 +508	+7%	+$42.4K	0.04%	309
2018 Q2	$563K	Buy	6,946 +64	+0.9%	+$5.12K	0.03%	327
2018 Q1	$532K	Hold	6,882	–	–	0.03%	347
2017 Q4	$551K	Sell	6,882 -80	-1%	-$6.24K	0.03%	337
2017 Q3	$532K	Buy	6,962 +862	+14%	+$63.9K	0.03%	345
2017 Q2	$453K	Hold	6,100	–	–	0.03%	370
2017 Q1	$453K	Sell	6,100 -334	-5%	-$24.8K	0.03%	372
2016 Q4	$467K	Hold	6,434	–	–	0.03%	369
2016 Q3	$428K	Sell	6,434 -106	-2%	-$7K	0.03%	389
2016 Q2	$419K	Hold	6,540	–	–	0.03%	382
2016 Q1	$406K	Hold	6,540	–	–	0.03%	374
2015 Q4	$383K	Hold	6,540	–	–	0.03%	381
2015 Q3	$377K	Hold	6,540	–	–	0.03%	379
2015 Q2	$422K	Hold	6,540	–	–	0.03%	374
2015 Q1	$428K	Hold	6,540	–	–	0.03%	367
2014 Q4	$418K	Sell	6,540 -30	-0.5%	-$1.86K	0.04%	363
2014 Q3	$395K	Sell	6,570 -650	-9%	-$40.6K	0.04%	364
2014 Q2	$458K	Sell	7,220 -400	-5%	-$24.3K	0.04%	336
2014 Q1	$459K	Hold	7,620	–	–	0.05%	302
2013 Q4	$443K	Hold	7,620	–	–	0.05%	299
2013 Q3	$412K	Sell	7,620 -1,100	-13%	-$58.7K	0.05%	310
2013 Q2	$442K	Buy	+8,720	New	+$441K	0.05%	300

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

KCM Investment Advisors's IJJ Position: Q2 2026 in Review

KCM Investment Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,649 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #378.

KCM Investment Advisors first reported a position in IJJ in Q2 2013 and has held it in 47 quarters since. The position peaked at $624K in Q3 2018. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

KCM Investment Advisors held 1,649 shares of iShares S&P Mid-Cap 400 Value ETF worth $244K as of Q2 2026.
KCM Investment Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #378 holding.
KCM Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 47 quarters since.
KCM Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $624K in Q3 2018.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.