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POM Investment Strategies’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

POM Investment Strategies’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 		$113K Buy
766
+34
+5% +$4.81K 0.13% 47
2026
Q1 		$96.9K Sell
732
-16,097
-96% -$2.2M 0.12% 79
2025
Q4 		$2.21M Buy
16,829
+887
+6% +$115K 1.14% 19
2025
Q3 		$2.07M Sell
15,942
-6,333
-28% -$811K 1.12% 18
2025
Q2 		$2.75M Buy
22,275
+21,204
+1,980% +$2.49M 1.97% 16
2025
Q1 		$128K Buy
+1,071
New +$134K 0.15% 33

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

POM Investment Strategies's IJJ Position: Q2 2026 in Review

POM Investment Strategies increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.6% in Q2 2026, buying an estimated $4.81K and bringing the position to 766 shares worth $113K. The position accounts for 0.13% of the portfolio, ranked #47.

POM Investment Strategies first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.75M in Q2 2025. 463 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • POM Investment Strategies held 766 shares of iShares S&P Mid-Cap 400 Value ETF worth $113K as of Q2 2026.
  • POM Investment Strategies bought 34 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.81K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.13% of POM Investment Strategies's portfolio in Q2 2026, its #47 holding.
  • POM Investment Strategies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • POM Investment Strategies's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.75M in Q2 2025.
  • 463 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.