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

PFS 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 Q3	$204K	Hold	1,483	–	–	0.08%	101
2026 Q2	$219K	Sell	1,483 -50	-3%	-$7.07K	0.09%	97
2026 Q1	$203K	Buy	1,533 +6	+0.4%	+$822	0.09%	86
2025 Q4	$201K	Buy	1,527 +12	+0.8%	+$1.56K	0.09%	81
2025 Q3	$197K	Hold	1,515	–	–	0.09%	75
2025 Q2	$187K	Buy	1,515 +125	+9%	+$14.7K	0.09%	73
2025 Q1	$166K	Buy	1,390 +175	+14%	+$21.9K	0.09%	74
2024 Q4	$152K	Hold	1,215	–	–	0.08%	80
2024 Q3	$150K	Hold	1,215	–	–	0.08%	76
2024 Q2	$138K	Hold	1,215	–	–	0.09%	72
2024 Q1	$144K	Hold	1,215	–	–	0.1%	69
2023 Q4	$139K	Sell	1,215 -283	-19%	-$29.1K	0.09%	71
2023 Q3	$151K	Hold	1,498	–	–	0.13%	48
2023 Q2	$160K	Hold	1,498	–	–	0.13%	47
2023 Q1	$154K	Hold	1,498	–	–	0.15%	46
2022 Q4	$151K	Hold	1,498	–	–	0.16%	41
2022 Q3	$135K	Hold	1,498	–	–	0.15%	43
2022 Q2	$141K	Hold	1,498	–	–	0.14%	42
2022 Q1	$164K	Sell	1,498 -23	-2%	-$2.48K	0.14%	42
2021 Q4	$168K	Buy	+1,521	New	+$166K	0.12%	44

Other funds holding IJJ

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

PFS Partners's IJJ Position: Q3 2026 in Review

PFS Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 1,483 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #101.

PFS Partners first reported a position in IJJ in Q4 2021 and has held it in 20 quarters since. The position peaked at $219K in Q2 2026. 228 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

PFS Partners held 1,483 shares of iShares S&P Mid-Cap 400 Value ETF worth $204K as of Q3 2026.
PFS Partners 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 0.08% of PFS Partners's portfolio in Q3 2026, its #101 holding.
PFS Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 20 quarters since.
PFS Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $219K in Q2 2026.
228 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.