PCFFS
IJJ icon

Pacific Center for Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pacific Center for Financial Services’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 		$20.4K Hold
148
– – ﹤0.01% 281
2026
Q2 		$21.9K Hold
148
– – ﹤0.01% 272
2026
Q1 		$19.6K Sell
148
-72
-33% -$9.86K 0.01% 272
2025
Q4 		$28.5K Hold
220
– – 0.01% 239
2025
Q3 		$28.5K Hold
220
– – 0.01% 239
2025
Q2 		$27.2K Hold
220
– – 0.01% 231
2025
Q1 		$26.3K Hold
220
– – 0.01% 232
2024
Q4 		$27.5K Hold
220
– – 0.01% 230
2024
Q3 		$27.2K Hold
220
– – 0.01% 231
2024
Q2 		$25K Hold
220
– – 0.01% 227
2024
Q1 		$26K Hold
220
– – 0.01% 229
2023
Q4 		$25.1K Hold
220
– – 0.01% 215
2023
Q3 		$22.2K Hold
220
– – 0.01% 227
2023
Q2 		$23.6K Hold
220
– – 0.01% 215
2023
Q1 		$22.6K Buy
+220
New +$23.5K 0.01% 217
2022
Q3 		$20K Hold
220
– – 0.01% 223
2022
Q2 		$21K Hold
220
– – 0.01% 222
2022
Q1 		$24K Hold
220
– – 0.01% 217
2021
Q4 		$24K Hold
220
– – 0.01% 221
2021
Q3 		$23K Hold
220
– – 0.01% 217
2021
Q2 		$23K Hold
220
– – 0.01% 210
2021
Q1 		$22K Hold
220
– – 0.01% 203
2020
Q4 		$19K Buy
220
+148
+206% +$11.6K 0.01% 206
2020
Q3 		$5K Buy
72
+38
+112% +$2.63K ﹤0.01% 249
2020
Q2 		$2K Buy
+34
New +$2.13K ﹤0.01% 269

Other funds holding IJJ

GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
TRIA
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Pacific Center for Financial Services's IJJ Position: Q3 2026 in Review

Pacific Center for Financial Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 148 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Pacific Center for Financial Services first reported a position in IJJ in Q2 2020 and has held it in 25 quarters since. The position peaked at $28.5K in Q4 2025. 135 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Pacific Center for Financial Services held 148 shares of iShares S&P Mid-Cap 400 Value ETF worth $20.4K as of Q3 2026.
  • Pacific Center for Financial Services 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 ﹤0.01% of Pacific Center for Financial Services's portfolio in Q3 2026, its #281 holding.
  • Pacific Center for Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Pacific Center for Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $28.5K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Pacific Center for Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.