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Patriot Investment Management Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Patriot Investment Management Group’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 		$332K Hold
2,245
– – 0.02% 196
2026
Q1 		$297K Hold
2,245
– – 0.02% 202
2025
Q4 		$295K Hold
2,245
– – 0.02% 206
2025
Q3 		$291K Hold
2,245
– – 0.02% 207
2025
Q2 		$277K Hold
2,245
– – 0.02% 210
2025
Q1 		$269K Hold
2,245
– – 0.02% 203
2024
Q4 		$281K Hold
2,245
– – 0.02% 203
2024
Q3 		$278K Hold
2,245
– – 0.02% 212
2024
Q2 		$255K Hold
2,245
– – 0.02% 218
2024
Q1 		$266K Hold
2,245
– – 0.02% 216
2023
Q4 		$256K Hold
2,245
– – 0.02% 214
2023
Q3 		$227K Hold
2,245
– – 0.02% 219
2023
Q2 		$240K Hold
2,245
– – 0.02% 222
2023
Q1 		$231K Hold
2,245
– – 0.02% 226
2022
Q4 		$248K Buy
2,245
+6
+0.3% +$599 0.02% 226
2022
Q3 		$201K Hold
2,239
– – 0.02% 230
2022
Q2 		$211K Sell
2,239
-33
-1% -$3.37K 0.02% 230
2022
Q1 		$249K Buy
2,272
+36
+2% +$3.88K 0.02% 231
2021
Q4 		$247K Buy
2,236
+4
+0.2% +$435 0.02% 227
2021
Q3 		$229K Hold
2,232
– – 0.02% 228
2021
Q2 		$235K Hold
2,232
– – 0.02% 222
2021
Q1 		$227K Buy
+2,232
New +$213K 0.02% 219
2020
Q3 		– Sell
-2,232
Closed -$148K – 411
2020
Q2 		$148K Buy
+2,232
New +$140K 0.02% 231

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Patriot Investment Management Group's IJJ Position: Q2 2026 in Review

Patriot Investment Management Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,245 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #196.

Patriot Investment Management Group first reported a position in IJJ in Q2 2020 and has held it in 23 quarters since. 399 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Patriot Investment Management Group held 2,245 shares of iShares S&P Mid-Cap 400 Value ETF worth $332K as of Q2 2026.
  • Patriot Investment Management Group 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 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #196 holding.
  • Patriot Investment Management Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 23 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.