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Nicholas Hoffman & Company’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Nicholas Hoffman & Company’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 		$684K Hold
4,630
– – 0.01% 202
2026
Q1 		$613K Hold
4,630
– – 0.01% 207
2025
Q4 		$609K Hold
4,630
– – 0.01% 197
2025
Q3 		$601K Buy
4,630
+320
+7% +$41K 0.01% 199
2025
Q2 		$533K Buy
+4,310
New +$507K 0.01% 206

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Nicholas Hoffman & Company's IJJ Position: Q2 2026 in Review

Nicholas Hoffman & Company held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,630 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #202.

Nicholas Hoffman & Company first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Nicholas Hoffman & Company held 4,630 shares of iShares S&P Mid-Cap 400 Value ETF worth $684K as of Q2 2026.
  • Nicholas Hoffman & Company 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 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #202 holding.
  • Nicholas Hoffman & Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.