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

Midwest Capital 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	–	Sell	-30	Closed	-$4.03K	–	215
2026 Q1	$4.03K	Hold	30	–	–	﹤0.01%	178
2025 Q4	$3.99K	Hold	30	–	–	﹤0.01%	172
2025 Q3	$3.92K	Sell	30 -19	-39%	-$2.43K	﹤0.01%	174
2025 Q2	$6.05K	Sell	49 -149	-75%	-$17.5K	﹤0.01%	167
2025 Q1	$23.7K	Buy	198 +15	+8%	+$1.88K	0.01%	105
2024 Q4	$22.9K	Buy	+183	New	+$23.4K	0.02%	117

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

Midwest Capital Advisors's IJJ Position: Q2 2026 in Review

Midwest Capital Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 30 shares — an estimated $4.03K sold.

Midwest Capital Advisors first reported a position in IJJ in Q4 2024 and held it in 6 quarters. The position peaked at $23.7K in Q1 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Midwest Capital Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Midwest Capital Advisors sold 30 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.03K.
Midwest Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 6 quarters.
Midwest Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $23.7K in Q1 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.