River Street Advisors’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
$573K Sell
3,877
-36
-0.9% -$5.09K 0.17% 110
2026
Q1
$518K Buy
3,913
+260
+7% +$35.6K 0.18% 111
2025
Q4
$481K Hold
3,653
0.18% 108
2025
Q3
$474K Buy
3,653
+106
+3% +$13.6K 0.18% 108
2025
Q2
$438K Buy
3,547
+640
+22% +$75.3K 0.19% 109
2025
Q1
$348K Sell
2,907
-265
-8% -$33.2K 0.17% 113
2024
Q4
$396K Sell
3,172
-2,707
-46% -$346K 0.2% 103
2024
Q3
$727K Buy
5,879
+931
+19% +$111K 0.39% 75
2024
Q2
$561K Buy
+4,948
New +$564K 0.35% 80

Other funds holding IJJ

River Street Advisors's IJJ Position: Q2 2026 in Review

River Street Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.92% in Q2 2026, selling an estimated $5.09K and leaving 3,877 shares worth $573K. The position accounts for 0.17% of the portfolio, ranked #110.

River Street Advisors first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $727K in Q3 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • River Street Advisors held 3,877 shares of iShares S&P Mid-Cap 400 Value ETF worth $573K as of Q2 2026.
  • River Street Advisors sold 36 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $5.09K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.17% of River Street Advisors's portfolio in Q2 2026, its #110 holding.
  • River Street Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • River Street Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $727K in Q3 2024.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.