PKS Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$795K Buy
5,382
+654
+14% +$92.5K 0.13% 160
2026
Q1
$626K Sell
4,728
-201
-4% -$27.5K 0.15% 142
2025
Q4
$649K Sell
4,929
-278
-5% -$36.2K 0.15% 133
2025
Q3
$675K Buy
5,207
+162
+3% +$20.7K 0.14% 127
2025
Q2
$623K Sell
5,045
-96
-2% -$11.3K 0.15% 130
2025
Q1
$616K Buy
5,141
+816
+19% +$102K 0.17% 114
2024
Q4
$540K Buy
+4,325
New +$552K 0.14% 134

Other funds holding IJJ

PKS Advisory Services's IJJ Position: Q2 2026 in Review

PKS Advisory Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 14% in Q2 2026, buying an estimated $92.5K and bringing the position to 5,382 shares worth $795K. The position accounts for 0.13% of the portfolio, ranked #160.

PKS Advisory Services first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • PKS Advisory Services held 5,382 shares of iShares S&P Mid-Cap 400 Value ETF worth $795K as of Q2 2026.
  • PKS Advisory Services bought 654 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $92.5K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.13% of PKS Advisory Services's portfolio in Q2 2026, its #160 holding.
  • PKS Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.