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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$184K Buy
1,240
+5
+0.4% +$707 0.07% 129
2026
Q1
$176K Buy
1,235
+10
+0.8% +$1.37K 0.07% 126
2025
Q4
$176K Buy
+1,225
New +$159K 0.07% 129

Other funds holding IJJ

Meramec Financial Planners's IJJ Position: Q2 2026 in Review

Meramec Financial Planners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.4% in Q2 2026, buying an estimated $707 and bringing the position to 1,240 shares worth $184K. The position accounts for 0.07% of the portfolio, ranked #129.

Meramec Financial Planners first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Meramec Financial Planners held 1,240 shares of iShares S&P Mid-Cap 400 Value ETF worth $184K as of Q2 2026.
  • Meramec Financial Planners bought 5 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $707.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Meramec Financial Planners's portfolio in Q2 2026, its #129 holding.
  • Meramec Financial Planners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.