Park Avenue Securities’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Park Avenue Securities’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	$202K	Buy	+1,369	New	+$194K	﹤0.01%	1720
2025 Q4	–	Sell	-1,801	Closed	-$234K	–	1601
2025 Q3	$234K	Buy	+1,801	New	+$231K	﹤0.01%	1512
2020 Q1	–	Sell	-8,786	Closed	-$750K	–	430
2019 Q4	$750K	Buy	8,786 +3,146	+56%	+$259K	0.03%	224
2019 Q3	$451K	Buy	+5,640	New	+$444K	0.02%	270

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

Park Avenue Securities's IJJ Position: Q2 2026 in Review

Park Avenue Securities opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,369 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1720 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in IJJ as recently as Q3 2025.

Park Avenue Securities first reported a position in IJJ in Q3 2019 and has held it in 4 quarters since. The position peaked at $750K in Q4 2019. 301 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Park Avenue Securities held 1,369 shares of iShares S&P Mid-Cap 400 Value ETF worth $202K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Park Avenue Securities position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1720 holding.
Park Avenue Securities first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and has held it in 4 quarters since.
Park Avenue Securities's iShares S&P Mid-Cap 400 Value ETF position peaked at $750K in Q4 2019.
301 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.