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Marshall & Sterling Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Marshall & Sterling Wealth 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 		$35K Hold
237
– – 0.02% 176
2026
Q1 		$31.3K Hold
237
– – 0.02% 177
2025
Q4 		$31.1K Hold
237
– – 0.02% 172
2025
Q3 		$30.7K Sell
237
-100
-30% -$12.8K 0.02% 224
2025
Q2 		$41.6K Hold
337
– – 0.03% 185
2025
Q1 		$40.3K Buy
337
+1
+0.3% +$125 0.03% 181
2024
Q4 		$41.9K Buy
+336
New +$42.9K 0.03% 141

Other funds holding IJJ

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IJJ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 237 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #176.

Marshall & Sterling Wealth Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.9K in Q4 2024. 215 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 237 shares of iShares S&P Mid-Cap 400 Value ETF worth $35K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors 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 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $41.9K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.