Private Advisory Group’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
$2.45M Buy
16,587
+1,677
+11% +$237K 0.13% 132
2026
Q1
$1.98M Buy
+14,910
New +$2.04M 0.13% 123

Other funds holding IJJ

Private Advisory Group's IJJ Position: Q2 2026 in Review

Private Advisory Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 11% in Q2 2026, buying an estimated $237K and bringing the position to 16,587 shares worth $2.45M. The position accounts for 0.13% of the portfolio, ranked #132.

Private Advisory Group first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Private Advisory Group held 16,587 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.45M as of Q2 2026.
  • Private Advisory Group bought 1,677 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $237K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Private Advisory Group's portfolio in Q2 2026, its #132 holding.
  • Private Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.