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

MSH 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 Q1	$626K	Hold	4,725	–	–	0.13%	155
2025 Q4	$622K	Hold	4,725	–	–	0.13%	159
2025 Q3	$613K	Hold	4,725	–	–	0.16%	144
2025 Q2	$584K	Hold	4,725	–	–	0.17%	143
2025 Q1	$566K	Hold	4,725	–	–	0.18%	134
2024 Q4	$590K	Hold	4,725	–	–	0.19%	129
2024 Q3	$584K	Sell	4,725 -300	-6%	-$35.7K	0.18%	132
2024 Q2	$570K	Buy	5,025 +300	+6%	+$34.2K	0.19%	122
2024 Q1	$559K	Buy	4,725 +45	+1%	+$5.07K	0.2%	120
2023 Q4	$534K	Buy	4,680 +320	+7%	+$32.9K	0.2%	119
2023 Q3	$440K	Sell	4,360 -50	-1%	-$5.34K	0.17%	133
2023 Q2	$472K	Hold	4,410	–	–	0.17%	132
2023 Q1	$453K	Hold	4,410	–	–	0.19%	119
2022 Q4	$445K	Sell	4,410 -100	-2%	-$9.98K	0.2%	120
2022 Q3	$406K	Sell	4,510 -100	-2%	-$9.95K	0.2%	113
2022 Q2	$435K	Hold	4,610	–	–	0.2%	115
2022 Q1	$505K	Sell	4,610 -254	-5%	-$27.4K	0.21%	112
2021 Q4	$538K	Buy	+4,864	New	+$529K	0.24%	98

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

MSH Capital Advisors's IJJ Position: Q1 2026 in Review

MSH Capital Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 4,725 shares worth $626K. The position accounts for 0.13% of the portfolio, ranked #155.

MSH Capital Advisors first reported a position in IJJ in Q4 2021 and has held it in 18 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

MSH Capital Advisors held 4,725 shares of iShares S&P Mid-Cap 400 Value ETF worth $626K as of Q1 2026.
MSH Capital Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of MSH Capital Advisors's portfolio in Q1 2026, its #155 holding.
MSH Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 18 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.