KPP Advisory Services’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
$387K Hold
2,618
0.05% 266
2026
Q1
$347K Hold
2,618
0.05% 266
2025
Q4
$345K Hold
2,618
0.05% 254
2025
Q3
$340K Hold
2,618
0.05% 259
2025
Q2
$324K Sell
2,618
-361
-12% -$42.5K 0.05% 243
2025
Q1
$357K Buy
+2,979
New +$373K 0.07% 222

Other funds holding IJJ

KPP Advisory Services's IJJ Position: Q2 2026 in Review

KPP Advisory Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,618 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #266.

KPP Advisory Services first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • KPP Advisory Services held 2,618 shares of iShares S&P Mid-Cap 400 Value ETF worth $387K as of Q2 2026.
  • KPP Advisory Services 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 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #266 holding.
  • KPP Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.