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

MKT 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	$366K	Hold	2,507	–	–	0.11%	104
2026 Q1	$337K	Hold	2,507	–	–	0.11%	110
2025 Q4	$338K	Sell	2,507 -93	-4%	-$12.1K	0.12%	118
2025 Q3	$339K	Hold	2,600	–	–	0.13%	117
2025 Q2	$327K	Hold	2,600	–	–	0.13%	110
2025 Q1	$277K	Hold	2,600	–	–	0.13%	110
2024 Q4	$336K	Hold	2,600	–	–	0.15%	104
2024 Q3	$318K	Hold	2,600	–	–	0.15%	104
2024 Q2	$291K	Hold	2,600	–	–	0.14%	110
2024 Q1	$296K	Hold	2,600	–	–	0.16%	105
2023 Q4	$290K	Hold	2,600	–	–	0.19%	101
2023 Q3	$259K	Hold	2,600	–	–	0.2%	102
2023 Q2	$289K	Hold	2,600	–	–	0.2%	96
2023 Q1	$260K	Hold	2,600	–	–	0.19%	103
2022 Q4	$278K	Hold	2,600	–	–	0.21%	96
2022 Q3	$234K	Hold	2,600	–	–	0.2%	106
2022 Q2	$247K	Hold	2,600	–	–	0.19%	109
2022 Q1	$259K	Hold	2,600	–	–	0.2%	106
2021 Q4	$272K	Buy	+2,600	New	+$283K	0.21%	108

Other funds holding IJJ

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

MKT Advisors's IJJ Position: Q2 2026 in Review

MKT Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,507 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #104.

MKT Advisors first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

MKT Advisors held 2,507 shares of iShares S&P Mid-Cap 400 Value ETF worth $366K as of Q2 2026.
MKT 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 0.11% of MKT Advisors's portfolio in Q2 2026, its #104 holding.
MKT Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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