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SlateStone Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

SlateStone Wealth’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 		$476K Buy
3,223
+1
+0% +$141 0.04% 226
2026
Q1 		$427K Buy
3,222
+1
+0% +$137 0.04% 226
2025
Q4 		$424K Buy
3,221
+53
+2% +$6.9K 0.04% 230
2025
Q3 		$411K Buy
3,168
+1
+0% +$128 0.04% 227
2025
Q2 		$391K Buy
3,167
+2
+0.1% +$235 0.04% 226
2025
Q1 		$379K Buy
3,165
+1
+0% +$125 0.04% 221
2024
Q4 		$395K Buy
3,164
+2
+0.1% +$255 0.04% 222
2024
Q3 		$391K Buy
+3,162
New +$376K 0.04% 223

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

SlateStone Wealth's IJJ Position: Q2 2026 in Review

SlateStone Wealth increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.03% in Q2 2026, buying an estimated $141 and bringing the position to 3,223 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #226.

SlateStone Wealth first reported a position in IJJ in Q3 2024 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • SlateStone Wealth held 3,223 shares of iShares S&P Mid-Cap 400 Value ETF worth $476K as of Q2 2026.
  • SlateStone Wealth bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.04% of SlateStone Wealth's portfolio in Q2 2026, its #226 holding.
  • SlateStone Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.