Petra Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Petra Financial Advisors’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	$318K	Hold	2,150	–	–	0.15%	134
2026 Q1	$285K	Hold	2,150	–	–	0.18%	102
2025 Q4	$283K	Hold	2,150	–	–	0.17%	122
2025 Q3	$279K	Hold	2,150	–	–	0.16%	124
2025 Q2	$266K	Hold	2,150	–	–	0.17%	123
2025 Q1	$257K	Hold	2,150	–	–	0.21%	101
2024 Q4	$269K	Hold	2,150	–	–	0.18%	115
2024 Q3	$266K	Hold	2,150	–	–	0.18%	117
2024 Q2	$244K	Hold	2,150	–	–	0.18%	111
2024 Q1	$254K	Hold	2,150	–	–	0.19%	109
2023 Q4	$245K	Hold	2,150	–	–	0.2%	102
2023 Q3	$217K	Hold	2,150	–	–	0.18%	115
2023 Q2	$230K	Buy	+2,150	New	+$218K	0.21%	98
2023 Q1	–	Sell	-2,150	Closed	-$217K	–	87
2022 Q4	$217K	Buy	+2,150	New	+$215K	0.24%	90

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Petra Financial Advisors's IJJ Position: Q2 2026 in Review

Petra Financial Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,150 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #134.

Petra Financial Advisors first reported a position in IJJ in Q4 2022 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Petra Financial Advisors held 2,150 shares of iShares S&P Mid-Cap 400 Value ETF worth $318K as of Q2 2026.
Petra Financial Advisors 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 0.15% of Petra Financial Advisors's portfolio in Q2 2026, its #134 holding.
Petra Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.