PKS Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
CFB
PKS Advisory Services's IJJ Position: Q1 2026 in Review
PKS Advisory Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.1% in Q1 2026, selling an estimated $27.5K and leaving 4,728 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #142.
PKS Advisory Services first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $675K in Q3 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- PKS Advisory Services held 4,728 shares of iShares S&P Mid-Cap 400 Value ETF worth $626K as of Q1 2026.
- PKS Advisory Services sold 201 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $27.5K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.15% of PKS Advisory Services's portfolio in Q1 2026, its #142 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 6 quarters since.
- PKS Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $675K in Q3 2025.
- 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.