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

Nilsine Partners’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	$424K	Hold	2,870	–	–	0.03%	321
2026 Q1	$407K	Hold	2,870	–	–	0.03%	304
2025 Q4	$378K	Hold	2,870	–	–	0.03%	307
2025 Q3	$372K	Sell	2,870 -4	-0.1%	-$512	0.03%	304
2025 Q2	$355K	Buy	2,874 +4	+0.1%	+$471	0.04%	298
2025 Q1	$344K	Hold	2,870	–	–	0.04%	285
2024 Q4	$359K	Buy	+2,870	New	+$366K	0.04%	293

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Nilsine Partners's IJJ Position: Q2 2026 in Review

Nilsine Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,870 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #321.

Nilsine Partners first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Nilsine Partners held 2,870 shares of iShares S&P Mid-Cap 400 Value ETF worth $424K as of Q2 2026.
Nilsine Partners 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 0.03% of Nilsine Partners's portfolio in Q2 2026, its #321 holding.
Nilsine Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.