KPP
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Kings Path Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Kings Path Partners’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 		$325 Hold
2
– – ﹤0.01% 344
2026
Q1 		$290 Hold
2
– – ﹤0.01% 287
2025
Q4 		$290 Hold
2
– – ﹤0.01% 287
2025
Q3 		$285 Hold
2
– – ﹤0.01% 312
2025
Q2 		$272 Buy
+2
New +$235 ﹤0.01% 278

Other funds holding IJJ

CC
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
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kings Path Partners's IJJ Position: Q2 2026 in Review

Kings Path Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Kings Path Partners first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Kings Path Partners held 2 shares of iShares S&P Mid-Cap 400 Value ETF worth $325 as of Q2 2026.
  • Kings Path Partners 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 Kings Path Partners's portfolio in Q2 2026, its #344 holding.
  • Kings Path Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.