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

Mayflower Financial 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 		$487K Buy
3,294
+428
+15% +$60.6K 0.04% 287
2026
Q1 		$380K Hold
2,866
– – 0.05% 305
2025
Q4 		$377K Sell
2,866
-56
-2% -$7.29K 0.05% 291
2025
Q3 		$379K Hold
2,922
– – 0.05% 296
2025
Q2 		$361K Hold
2,922
– – 0.05% 291
2025
Q1 		$350K Hold
2,922
– – 0.05% 279
2024
Q4 		$365K Hold
2,922
– – 0.05% 266
2024
Q3 		$361K Hold
2,922
– – 0.05% 269
2024
Q2 		$332K Hold
2,922
– – 0.05% 269
2024
Q1 		$346K Hold
2,922
– – 0.06% 262
2023
Q4 		$333K Hold
2,922
– – 0.05% 247
2023
Q3 		$295K Hold
2,922
– – 0.04% 255
2023
Q2 		$313K Hold
2,922
– – 0.04% 269
2023
Q1 		$300K Hold
2,922
– – 0.04% 267
2022
Q4 		$295K Buy
+2,922
New +$292K 0.04% 265

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

Mayflower Financial Advisors's IJJ Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 15% in Q2 2026, buying an estimated $60.6K and bringing the position to 3,294 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #287.

Mayflower Financial Advisors first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 379 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Mayflower Financial Advisors held 3,294 shares of iShares S&P Mid-Cap 400 Value ETF worth $487K as of Q2 2026.
  • Mayflower Financial Advisors bought 428 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $60.6K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #287 holding.
  • Mayflower Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.