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

Steph & Co’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
Q3 		$12.9K Sell
94
-3
-3% -$440 ﹤0.01% 247
2026
Q2 		$14.3K Hold
97
– – ﹤0.01% 247
2026
Q1 		$12.9K Sell
97
-3
-3% -$411 ﹤0.01% 272
2025
Q4 		$13.2K Sell
100
-20
-17% -$2.6K ﹤0.01% 272
2025
Q3 		$15.6K Hold
120
– – ﹤0.01% 270
2025
Q2 		$14.8K Hold
120
– – ﹤0.01% 256
2025
Q1 		$14.4K Hold
120
– – 0.01% 225
2024
Q4 		$15K Sell
120
-3
-2% -$383 0.01% 222
2024
Q3 		$15.2K Hold
123
– – ﹤0.01% 242
2024
Q2 		$14K Buy
123
+7
+6% +$798 ﹤0.01% 230
2024
Q1 		$13.7K Hold
116
– – ﹤0.01% 246
2023
Q4 		$13.2K Sell
116
-284
-71% -$29.2K 0.01% 209
2023
Q3 		$40.4K Hold
400
– – 0.02% 178
2023
Q2 		$42.9K Sell
400
-60
-13% -$6.1K 0.02% 166
2023
Q1 		$47.3K Hold
460
– – 0.03% 160
2022
Q4 		$46K Sell
460
-18
-4% -$1.8K 0.03% 166
2022
Q3 		$43K Sell
478
-47
-9% -$4.68K 0.03% 155
2022
Q2 		$50K Sell
525
-14
-3% -$1.43K 0.03% 155
2022
Q1 		$59K Sell
539
-12
-2% -$1.3K 0.04% 176
2021
Q4 		$61K Hold
551
– – 0.04% 179
2021
Q3 		$57K Hold
551
– – 0.04% 166
2021
Q2 		$58K Buy
551
+173
+46% +$18.5K 0.04% 156
2021
Q1 		$39K Hold
378
– – 0.03% 166
2020
Q4 		$33K Hold
378
– – 0.03% 173
2020
Q3 		$25K Hold
378
– – 0.02% 171
2020
Q2 		$25K Hold
378
– – 0.02% 171
2020
Q1 		$21K Sell
378
-616
-62% -$46.3K 0.02% 171
2019
Q4 		$85K Buy
+994
New +$81.7K 0.07% 150

Other funds holding IJJ

CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

Steph & Co's IJJ Position: Q3 2026 in Review

Steph & Co reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.1% in Q3 2026, selling an estimated $440 and leaving 94 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Steph & Co first reported a position in IJJ in Q4 2019 and has held it in 28 quarters since. The position peaked at $85K in Q4 2019. 202 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Steph & Co held 94 shares of iShares S&P Mid-Cap 400 Value ETF worth $12.9K as of Q3 2026.
  • Steph & Co sold 3 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $440.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Steph & Co's portfolio in Q3 2026, its #247 holding.
  • Steph & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's iShares S&P Mid-Cap 400 Value ETF position peaked at $85K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.