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Leeward Investments’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Leeward Investments’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 		$3.55M Buy
24,062
+21,370
+794% +$3.02M 0.16% 139
2026
Q1 		$357K Sell
2,692
-44,336
-94% -$6.07M 0.02% 142
2025
Q4 		$6.19M Sell
47,028
-7,168
-13% -$933K 0.31% 129
2025
Q3 		$7.03M Buy
+54,196
New +$6.94M 0.36% 125

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Leeward Investments's IJJ Position: Q2 2026 in Review

Leeward Investments increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 794% in Q2 2026, buying an estimated $3.02M and bringing the position to 24,062 shares worth $3.55M. The position accounts for 0.16% of the portfolio, ranked #139.

Leeward Investments first reported a position in IJJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.03M in Q3 2025. 406 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Leeward Investments held 24,062 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.55M as of Q2 2026.
  • Leeward Investments bought 21,370 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.02M.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.16% of Leeward Investments's portfolio in Q2 2026, its #139 holding.
  • Leeward Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Leeward Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $7.03M in Q3 2025.
  • 406 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.