Main Street Financial Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Main Street Financial Solutions’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	$722K	Buy	4,885 +112	+2%	+$15.8K	0.05%	296
2026 Q1	$632K	Buy	4,773 +517	+12%	+$70.8K	0.05%	300
2025 Q4	$560K	Hold	4,256	–	–	0.04%	318
2025 Q3	$552K	Hold	4,256	–	–	0.04%	370
2025 Q2	$526K	Hold	4,256	–	–	0.04%	349
2025 Q1	$510K	Hold	4,256	–	–	0.04%	315
2024 Q4	$532K	Buy	4,256 +336	+9%	+$42.9K	0.05%	279
2024 Q3	$485K	Hold	3,920	–	–	0.04%	316
2024 Q2	$445K	Hold	3,920	–	–	0.04%	339
2024 Q1	$464K	Hold	3,920	–	–	0.05%	318
2023 Q4	$447K	Buy	3,920 +576	+17%	+$59.2K	0.06%	282
2023 Q3	$338K	Sell	3,344 -13	-0.4%	-$1.39K	0.05%	319
2023 Q2	$360K	Buy	3,357 +330	+11%	+$33.5K	0.05%	319
2023 Q1	$311K	Hold	3,027	–	–	0.05%	335
2022 Q4	$305K	Buy	+3,027	New	+$302K	0.05%	322

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 22.9% 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

Main Street Financial Solutions's IJJ Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,885 shares worth $722K. The position accounts for 0.05% of the portfolio, ranked #296.

Main Street Financial Solutions first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Main Street Financial Solutions held 4,885 shares of iShares S&P Mid-Cap 400 Value ETF worth $722K as of Q2 2026.
Main Street Financial Solutions bought 112 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $15.8K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Main Street Financial Solutions's portfolio in Q2 2026, its #296 holding.
Main Street Financial Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.