MI
IJJ icon

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

Moneywise Inc’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 		$246K Buy
1,667
+4
+0.2% +$566 0.09% 74
2026
Q1 		$220K Buy
1,663
+4
+0.2% +$548 0.1% 79
2025
Q4 		$218K Buy
1,659
+6
+0.4% +$781 0.09% 77
2025
Q3 		$214K Buy
1,653
+5
+0.3% +$640 0.1% 68
2025
Q2 		$204K Buy
+1,648
New +$194K 0.1% 71
2025
Q1 		– Sell
-1,639
Closed -$205K – 58
2024
Q4 		$205K Buy
1,639
+6
+0.4% +$766 0.1% 51
2024
Q3 		$202K Buy
+1,633
New +$194K 0.1% 60
2024
Q1 		– Sell
-2,712
Closed -$309K – 61
2023
Q4 		$309K Buy
2,712
+23
+0.9% +$2.37K 0.18% 42
2023
Q3 		$271K Hold
2,689
– – 0.17% 42
2023
Q2 		$288K Buy
2,689
+7
+0.3% +$711 0.18% 40
2023
Q1 		$276K Buy
2,682
+10
+0.4% +$1.07K 0.18% 40
2022
Q4 		$269K Buy
2,672
+12
+0.5% +$1.2K 0.2% 39
2022
Q3 		$239K Sell
2,660
-345
-11% -$34.3K 0.2% 43
2022
Q2 		$284K Buy
3,005
+10
+0.3% +$1.02K 0.22% 41
2022
Q1 		$328K Sell
2,995
-715
-19% -$77.2K 0.22% 37
2021
Q4 		$411K Buy
3,710
+2
+0.1% +$218 0.26% 35
2021
Q3 		$382K Sell
3,708
-371
-9% -$39K 0.25% 36
2021
Q2 		$430K Sell
4,079
-85
-2% -$9.08K 0.29% 32
2021
Q1 		$424K Sell
4,164
-81
-2% -$7.73K 0.29% 35
2020
Q4 		$366K Sell
4,245
-83
-2% -$6.51K 0.26% 37
2020
Q3 		$292K Buy
4,328
+22
+0.5% +$1.52K 0.23% 39
2020
Q2 		$286K Buy
4,306
+168
+4% +$10.5K 0.23% 39
2020
Q1 		$227K Buy
4,138
+30
+0.7% +$2.25K 0.2% 39
2019
Q4 		$328K Buy
4,108
+8
+0.2% +$657 0.25% 28
2019
Q3 		$328K Buy
4,100
+16
+0.4% +$1.26K 0.26% 26
2019
Q2 		$326K Sell
4,084
-304
-7% -$24.1K 0.25% 27
2019
Q1 		$339K Buy
4,388
+332
+8% +$25.7K 0.29% 27
2018
Q4 		$281K Buy
4,056
+28
+0.7% +$2.14K 0.27% 27
2018
Q3 		$337K Sell
4,028
-110
-3% -$9.19K 0.29% 29
2018
Q2 		$335K Sell
4,138
-250
-6% -$20K 0.29% 29
2018
Q1 		$339K Sell
4,388
-762
-15% -$60.4K 0.28% 27
2017
Q4 		$412K Buy
5,150
+416
+9% +$32.5K 0.31% 24
2017
Q3 		$361K Sell
4,734
-14
-0.3% -$1.04K 0.29% 24
2017
Q2 		$353K Buy
4,748
+16
+0.3% +$1.18K 0.3% 23
2017
Q1 		$351K Sell
4,732
-266
-5% -$19.7K 0.32% 22
2016
Q4 		$363K Sell
4,998
-252
-5% -$17.4K 0.36% 22
2016
Q3 		$349K Buy
+5,250
New +$347K 0.37% 21

Other funds holding IJJ

CC
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Moneywise Inc's IJJ Position: Q2 2026 in Review

Moneywise Inc increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.24% in Q2 2026, buying an estimated $566 and bringing the position to 1,667 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #74.

Moneywise Inc first reported a position in IJJ in Q3 2016 and has held it in 37 quarters since. The position peaked at $430K in Q2 2021. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Moneywise Inc held 1,667 shares of iShares S&P Mid-Cap 400 Value ETF worth $246K as of Q2 2026.
  • Moneywise Inc bought 4 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $566.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.09% of Moneywise Inc's portfolio in Q2 2026, its #74 holding.
  • Moneywise Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2016 and has held it in 37 quarters since.
  • Moneywise Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $430K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.