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

StoneCrest Wealth Management’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 		$910K Sell
6,162
-82
-1% -$11.6K 0.29% 51
2026
Q1 		$827K Sell
6,244
-149
-2% -$20.4K 0.35% 46
2025
Q4 		$841K Sell
6,393
-50
-0.8% -$6.51K 0.34% 49
2025
Q3 		$836K Sell
6,443
-51
-0.8% -$6.53K 0.37% 48
2025
Q2 		$803K Sell
6,494
-163
-2% -$19.2K 0.38% 48
2025
Q1 		$797K Sell
6,657
-267
-4% -$33.4K 0.51% 41
2024
Q4 		$865K Sell
6,924
-135
-2% -$17.2K 0.56% 34
2024
Q3 		$873K Sell
7,059
-704
-9% -$83.7K 0.63% 33
2024
Q2 		$881K Sell
7,763
-6,846
-47% -$781K 0.67% 30
2024
Q1 		$1.73M Sell
14,609
-47
-0.3% -$5.29K 1.49% 20
2023
Q4 		$1.67M Buy
+14,656
New +$1.51M 1.6% 19

Other funds holding IJJ

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
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

StoneCrest Wealth Management's IJJ Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.3% in Q2 2026, selling an estimated $11.6K and leaving 6,162 shares worth $910K. The position accounts for 0.29% of the portfolio, ranked #51.

StoneCrest Wealth Management first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2024. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • StoneCrest Wealth Management held 6,162 shares of iShares S&P Mid-Cap 400 Value ETF worth $910K as of Q2 2026.
  • StoneCrest Wealth Management sold 82 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $11.6K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.29% of StoneCrest Wealth Management's portfolio in Q2 2026, its #51 holding.
  • StoneCrest Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • StoneCrest Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.73M in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.