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

Main Street Group’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	$141K	Sell	952 -133	-12%	-$18.8K	0.03%	139
2026 Q1	$144K	Buy	+1,085	New	+$149K	0.04%	131
2025 Q4	–	Sell	-1,085	Closed	-$141K	–	337
2025 Q3	$141K	Hold	1,085	–	–	0.04%	125
2025 Q2	$134K	Hold	1,085	–	–	0.04%	123
2025 Q1	$130K	Hold	1,085	–	–	0.05%	124
2024 Q4	$136K	Hold	1,085	–	–	0.05%	120
2024 Q3	$134K	Sell	1,085 -100	-8%	-$11.9K	0.05%	120
2024 Q2	$133K	Hold	1,185	–	–	0.06%	127
2024 Q1	$139K	Hold	1,185	–	–	0.06%	146
2023 Q4	$135K	Buy	+1,185	New	+$122K	0.05%	190

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

Main Street Group's IJJ Position: Q2 2026 in Review

Main Street Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 12% in Q2 2026, selling an estimated $18.8K and leaving 952 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #139.

Main Street Group first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $144K in Q1 2026. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Main Street Group held 952 shares of iShares S&P Mid-Cap 400 Value ETF worth $141K as of Q2 2026.
Main Street Group sold 133 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $18.8K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Main Street Group's portfolio in Q2 2026, its #139 holding.
Main Street Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $144K in Q1 2026.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.