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 Q3	$351K	Hold	2,507	–	–	0.11%	104
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MKT Advisors's IJJ Position: Q3 2026 in Review

MKT Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 2,507 shares worth $351K. 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 20 quarters since. The position peaked at $366K in Q2 2026. 709 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

MKT Advisors held 2,507 shares of iShares S&P Mid-Cap 400 Value ETF worth $351K as of Q3 2026.
MKT Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of MKT Advisors's portfolio in Q3 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 20 quarters since.
MKT Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $366K in Q2 2026.
709 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.