PFS
IJJ icon

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

Prospera Financial Services’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 		$966K Sell
6,523
-39,828
-86% -$5.63M 0.01% 790
2026
Q1 		$6.14M Buy
46,351
+39,632
+590% +$5.43M 0.1% 225
2025
Q4 		$886K Sell
6,719
-43,477
-87% -$5.66M 0.01% 717
2025
Q3 		$6.51M Buy
50,196
+37,359
+291% +$4.78M 0.11% 203
2025
Q2 		$1.59M Sell
12,837
-46,274
-78% -$5.44M 0.03% 523
2025
Q1 		$7.08M Sell
59,111
-15,299
-21% -$1.92M 0.16% 140
2024
Q4 		$9.3M Buy
74,410
+16,220
+28% +$2.07M 0.22% 104
2024
Q3 		$7.19M Buy
58,190
+43,674
+301% +$5.19M 0.18% 119
2024
Q2 		$1.65M Sell
14,516
-2,420
-14% -$276K 0.05% 380
2024
Q1 		$2.01M Sell
16,936
-38,545
-69% -$4.34M 0.06% 328
2023
Q4 		$6.33M Buy
55,481
+39,075
+238% +$4.02M 0.21% 111
2023
Q3 		$1.66M Buy
16,406
+230
+1% +$24.6K 0.06% 302
2023
Q2 		$1.73M Buy
16,176
+4,161
+35% +$423K 0.07% 288
2023
Q1 		$1.24M Buy
12,015
+60
+0.5% +$6.41K 0.05% 363
2022
Q4 		$1.21M Buy
11,955
+264
+2% +$26.4K 0.06% 314
2022
Q3 		$1.05M Buy
11,691
+195
+2% +$19.4K 0.06% 356
2022
Q2 		$1.09M Sell
11,496
-4,552
-28% -$464K 0.06% 357
2022
Q1 		$1.76M Buy
16,048
+321
+2% +$34.6K 0.07% 298
2021
Q4 		$1.74M Buy
15,727
+621
+4% +$67.6K 0.08% 293
2021
Q3 		$1.56M Sell
15,106
-8,527
-36% -$896K 0.08% 290
2021
Q2 		$2.49M Buy
23,633
+17,341
+276% +$1.85M 0.12% 204
2021
Q1 		$643K Sell
6,292
-1,240
-16% -$118K 0.04% 432
2020
Q4 		$653K Buy
7,532
+7,352
+4,084% +$577K 0.05% 368
2020
Q3 		$12K Sell
180
-8,160
-98% -$564K ﹤0.01% 1059
2020
Q2 		$554K Sell
8,340
-540
-6% -$33.9K 0.05% 330
2020
Q1 		$487K Sell
8,880
-658
-7% -$49.5K 0.05% 305
2019
Q4 		$814K Buy
9,538
+128
+1% +$10.5K 0.06% 292
2019
Q3 		$752K Buy
9,410
+6,340
+207% +$499K 0.08% 220
2019
Q2 		$245K Buy
+3,070
New +$244K 0.03% 452
2018
Q2 		– Sell
-2,914
Closed -$225K – 463
2018
Q1 		$225K Buy
+2,914
New +$231K 0.03% 398
2015
Q4 		– Sell
-4,046
Closed -$233K – 313
2015
Q3 		$233K Sell
4,046
-858
-17% -$52.5K 0.06% 227
2015
Q2 		$316K Sell
4,904
-58
-1% -$3.83K 0.08% 191
2015
Q1 		$325K Buy
4,962
+346
+7% +$22.3K 0.07% 204
2014
Q4 		$295K Buy
4,616
+456
+11% +$28.3K 0.07% 208
2014
Q3 		$250K Buy
4,160
+2
+0% +$125 0.07% 226
2014
Q2 		$264K Buy
4,158
+396
+11% +$24.1K 0.07% 214
2014
Q1 		$227K Buy
3,762
+178
+5% +$10.4K 0.07% 209
2013
Q4 		$208K Sell
3,584
-6,754
-65% -$380K 0.07% 229
2013
Q3 		$565K Buy
10,338
+1,018
+11% +$54.3K 0.21% 94
2013
Q2 		$477K Buy
+9,320
New +$471K 0.22% 102

Other funds holding IJJ

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Prospera Financial Services's IJJ Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 86% in Q2 2026, selling an estimated $5.63M and leaving 6,523 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #790.

Prospera Financial Services first reported a position in IJJ in Q2 2013 and has held it in 40 quarters since. The position peaked at $9.3M in Q4 2024. 152 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Prospera Financial Services held 6,523 shares of iShares S&P Mid-Cap 400 Value ETF worth $966K as of Q2 2026.
  • Prospera Financial Services sold 39,828 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $5.63M.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #790 holding.
  • Prospera Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 40 quarters since.
  • Prospera Financial Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.3M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.