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Stenger Family Office’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Stenger Family Office’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 		$1.61M Sell
10,909
-851
-7% -$120K 0.26% 70
2026
Q1 		$1.56M Hold
11,760
– – 0.28% 68
2025
Q4 		$1.55M Sell
11,760
-1,307
-10% -$170K 0.32% 58
2025
Q3 		$1.71M Sell
13,067
-61
-0.5% -$7.81K 0.35% 66
2025
Q2 		$1.65M Buy
+13,128
New +$1.54M 0.42% 63
2024
Q4 		$1.67M Buy
+13,379
New +$1.71M 0.57% 46

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

Stenger Family Office's IJJ Position: Q2 2026 in Review

Stenger Family Office reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.2% in Q2 2026, selling an estimated $120K and leaving 10,909 shares worth $1.61M. The position accounts for 0.26% of the portfolio, ranked #70.

Stenger Family Office first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q3 2025. 299 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Stenger Family Office held 10,909 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.61M as of Q2 2026.
  • Stenger Family Office sold 851 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 0.26% of Stenger Family Office's portfolio in Q2 2026, its #70 holding.
  • Stenger Family Office first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Stenger Family Office's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.71M in Q3 2025.
  • 299 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.