McCarter Private Wealth Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

McCarter Private Wealth Services’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 Q3	–	Sell	-1,400	Closed	-$207K	–	191
2026 Q2	$207K	Buy	+1,400	New	+$198K	0.07%	176
2025 Q4	–	Sell	-1,821	Closed	-$236K	–	156
2025 Q3	$236K	Sell	1,821 -64	-3%	-$8.2K	0.12%	118
2025 Q2	$233K	Buy	+1,885	New	+$222K	0.13%	107

Other funds holding IJJ

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

McCarter Private Wealth Services's IJJ Position: Q3 2026 in Review

McCarter Private Wealth Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026, closing a stake of 1,400 shares — an estimated $207K sold.

McCarter Private Wealth Services first reported a position in IJJ in Q2 2025 and held it in 3 quarters. The position peaked at $236K in Q3 2025. 274 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

McCarter Private Wealth Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 1,400 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $207K.
McCarter Private Wealth Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and held it in 3 quarters.
McCarter Private Wealth Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $236K in Q3 2025.
274 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.