Koss-Olinger Consulting’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Koss-Olinger Consulting’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	$201K	Buy	+1,357	New	+$192K	0.02%	159
2025 Q4	–	Sell	-1,756	Closed	-$217K	–	294
2025 Q3	$217K	Hold	1,756	–	–	0.02%	291
2025 Q2	$217K	Buy	1,756 +5	+0.3%	+$588	0.02%	294
2025 Q1	$210K	Buy	+1,751	New	+$219K	0.02%	291
2024 Q4	–	Sell	-1,723	Closed	-$213K	–	235
2024 Q3	$213K	Buy	+1,723	New	+$205K	0.02%	256

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

Koss-Olinger Consulting's IJJ Position: Q2 2026 in Review

Koss-Olinger Consulting opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,357 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings. This is a return to the name: Koss-Olinger Consulting previously reported a position in IJJ as recently as Q3 2025.

Koss-Olinger Consulting first reported a position in IJJ in Q3 2024 and has held it in 5 quarters since. The position peaked at $217K in Q2 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Koss-Olinger Consulting held 1,357 shares of iShares S&P Mid-Cap 400 Value ETF worth $201K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Koss-Olinger Consulting position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #159 holding.
Koss-Olinger Consulting first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 5 quarters since.
Koss-Olinger Consulting's iShares S&P Mid-Cap 400 Value ETF position peaked at $217K in Q2 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.