MainStreet Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

MainStreet Investment Advisors’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	$971K	Buy	6,573 +3	+0%	+$424	0.13%	106
2026 Q1	$871K	Sell	6,570 -10	-0.2%	-$1.37K	0.13%	106
2025 Q4	$866K	Sell	6,580 -8	-0.1%	-$1.04K	0.12%	105
2025 Q3	$855K	Sell	6,588 -45	-0.7%	-$5.76K	0.11%	109
2025 Q2	$820K	Hold	6,633	–	–	0.11%	104
2025 Q1	$794K	Hold	6,633	–	–	0.12%	101
2024 Q4	$829K	Hold	6,633	–	–	0.12%	96
2024 Q3	$820K	Buy	6,633 +465	+8%	+$55.3K	0.11%	96
2024 Q2	$700K	Sell	6,168 -1,235	-17%	-$141K	0.09%	108
2024 Q1	$876K	Hold	7,403	–	–	0.11%	98
2023 Q4	$844K	Hold	7,403	–	–	0.1%	103
2023 Q3	$747K	Hold	7,403	–	–	0.09%	109
2023 Q2	$793K	Sell	7,403 -1,185	-14%	-$120K	0.09%	104
2023 Q1	$883K	Buy	8,588 +4,418	+106%	+$472K	0.1%	105
2022 Q4	$420K	Sell	4,170 -2,415	-37%	-$241K	0.05%	131
2022 Q3	$593K	Hold	6,585	–	–	0.07%	117
2022 Q2	$622K	Hold	6,585	–	–	0.07%	118
2022 Q1	$722K	Hold	6,585	–	–	0.07%	121
2021 Q4	$729K	Hold	6,585	–	–	0.06%	122
2021 Q3	$679K	Sell	6,585 -270	-4%	-$28.4K	0.07%	116
2021 Q2	$722K	Buy	+6,855	New	+$732K	0.06%	120

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

MainStreet Investment Advisors's IJJ Position: Q2 2026 in Review

MainStreet Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.05% in Q2 2026, buying an estimated $424 and bringing the position to 6,573 shares worth $971K. The position accounts for 0.13% of the portfolio, ranked #106.

MainStreet Investment Advisors first reported a position in IJJ in Q2 2021 and has held it in 21 quarters since. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

MainStreet Investment Advisors held 6,573 shares of iShares S&P Mid-Cap 400 Value ETF worth $971K as of Q2 2026.
MainStreet Investment Advisors bought 3 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $424.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of MainStreet Investment Advisors's portfolio in Q2 2026, its #106 holding.
MainStreet Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 21 quarters since.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.