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

Stordahl Capital 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	$2.45M	Sell	16,610 -139	-0.8%	-$19.7K	0.45%	21
2026 Q1	$2.22M	Sell	16,749 -675	-4%	-$92.4K	0.46%	19
2025 Q4	$2.29M	Buy	17,424 +189	+1%	+$24.6K	0.47%	20
2025 Q3	$2.24M	Buy	17,235 +72	+0.4%	+$9.22K	0.47%	20
2025 Q2	$2.12M	Buy	17,163 +495	+3%	+$58.2K	0.47%	21
2025 Q1	$2M	Sell	16,668 -3	-0%	-$376	0.47%	20
2024 Q4	$2.08M	Sell	16,671 -49	-0.3%	-$6.25K	0.49%	20
2024 Q3	$2.05M	Buy	16,720 +806	+5%	+$95.8K	0.49%	20
2024 Q2	$1.81M	Sell	15,914 -1,069	-6%	-$122K	0.45%	20
2024 Q1	$2.01M	Sell	16,983 -141	-0.8%	-$15.9K	0.5%	20
2023 Q4	$1.95M	Sell	17,124 -16	-0.1%	-$1.65K	0.53%	20
2023 Q3	$1.73M	Sell	17,140 -148	-0.9%	-$15.8K	0.52%	19
2023 Q2	$1.85M	Sell	17,288 -219	-1%	-$22.2K	0.53%	21
2023 Q1	$1.8M	Sell	17,507 -307	-2%	-$32.8K	0.55%	21
2022 Q4	$1.8M	Sell	17,814 -526	-3%	-$52.5K	0.59%	21
2022 Q3	$1.65M	Sell	18,340 -639	-3%	-$63.6K	0.6%	20
2022 Q2	$1.79M	Sell	18,979 -10	-0.1%	-$1.02K	0.68%	20
2022 Q1	$2.08M	Sell	18,989 -144	-0.8%	-$15.5K	0.77%	17
2021 Q4	$2.12M	Buy	19,133 +6	+0%	+$653	0.79%	18
2021 Q3	$1.97M	Buy	19,127 +65	+0.3%	+$6.83K	0.79%	19
2021 Q2	$2.01M	Sell	19,062 -684	-3%	-$73.1K	0.81%	19
2021 Q1	$2.01M	Sell	19,746 -338	-2%	-$32.3K	0.85%	18
2020 Q4	$1.73M	Buy	20,084 +518	+3%	+$40.6K	0.79%	19
2020 Q3	$1.32M	Buy	19,566 +140	+0.7%	+$9.67K	0.68%	19
2020 Q2	$1.29M	Sell	19,426 -1,020	-5%	-$64K	0.72%	19
2020 Q1	$1.03M	Sell	20,446 -778	-4%	-$58.5K	0.64%	20
2019 Q4	$1.81M	Sell	21,224 -158	-0.7%	-$13K	0.73%	22
2019 Q3	$1.71M	Sell	21,382 -448	-2%	-$35.3K	0.68%	22
2019 Q2	$1.75M	Sell	21,830 -52	-0.2%	-$4.13K	0.68%	22
2019 Q1	$1.79M	Sell	21,882 -226	-1%	-$17.5K	0.73%	22
2018 Q4	$1.53M	Sell	22,108 -188	-0.8%	-$14.4K	0.75%	22
2018 Q3	$1.74M	Sell	22,296 -666	-3%	-$55.6K	0.78%	20
2018 Q2	$1.86M	Sell	22,962 -102	-0.4%	-$8.16K	0.84%	20
2018 Q1	$1.78M	Sell	23,064 -252	-1%	-$20K	0.85%	20
2017 Q4	$1.87M	Buy	+23,316	New	+$1.82M	0.89%	21

Other funds holding IJJ

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

OFS Enterprise Kearney, Nebraska $392M AUM

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

Stordahl Capital Management's IJJ Position: Q2 2026 in Review

Stordahl Capital Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.83% in Q2 2026, selling an estimated $19.7K and leaving 16,610 shares worth $2.45M. The position accounts for 0.45% of the portfolio, ranked #21.

Stordahl Capital Management first reported a position in IJJ in Q4 2017 and has held it in 35 quarters since. 149 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Stordahl Capital Management held 16,610 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.45M as of Q2 2026.
Stordahl Capital Management sold 139 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $19.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.45% of Stordahl Capital Management's portfolio in Q2 2026, its #21 holding.
Stordahl Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 35 quarters since.
149 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.