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Purkiss Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Purkiss Capital Advisors’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 		$703K Buy
4,760
+849
+22% +$120K 0.27% 82
2026
Q1 		$518K Sell
3,911
-395
-9% -$54.1K 0.23% 87
2025
Q4 		$567K Sell
4,306
-80
-2% -$10.4K 0.27% 80
2025
Q3 		$569K Buy
4,386
+1,006
+30% +$129K 0.27% 81
2025
Q2 		$418K Buy
+3,380
New +$398K 0.23% 79

Other funds holding IJJ

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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Purkiss Capital Advisors's IJJ Position: Q2 2026 in Review

Purkiss Capital Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 22% in Q2 2026, buying an estimated $120K and bringing the position to 4,760 shares worth $703K. The position accounts for 0.27% of the portfolio, ranked #82.

Purkiss Capital Advisors first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Purkiss Capital Advisors held 4,760 shares of iShares S&P Mid-Cap 400 Value ETF worth $703K as of Q2 2026.
  • Purkiss Capital Advisors bought 849 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $120K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.27% of Purkiss Capital Advisors's portfolio in Q2 2026, its #82 holding.
  • Purkiss Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.