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

Summit Asset 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 Q3	–	Sell	-1,372	Closed	-$203K	–	189
2026 Q2	$203K	Buy	+1,372	New	+$194K	0.03%	179
2018 Q4	–	Sell	-3,032	Closed	-$254K	–	108
2018 Q3	$254K	Sell	3,032 -1,412	-32%	-$118K	0.12%	93
2018 Q2	$360K	Hold	4,444	–	–	0.17%	70
2018 Q1	$343K	Sell	4,444 -22	-0.5%	-$1.74K	0.16%	73
2017 Q4	$358K	Hold	4,466	–	–	0.17%	71
2017 Q3	$341K	Buy	4,466 +22	+0.5%	+$1.63K	0.17%	73
2017 Q2	$330K	Hold	4,444	–	–	0.17%	73
2017 Q1	$330K	Hold	4,444	–	–	0.19%	73
2016 Q4	$323K	Buy	+4,444	New	+$307K	0.2%	75

Other funds holding IJJ

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Summit Asset Management's IJJ Position: Q3 2026 in Review

Summit Asset Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026, closing a stake of 1,372 shares — an estimated $203K sold.

Summit Asset Management first reported a position in IJJ in Q4 2016 and held it in 9 quarters. The position peaked at $360K in Q2 2018. 489 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Summit Asset Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2026 after selling out during the quarter.
Summit Asset Management sold 1,372 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $203K.
Summit Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and held it in 9 quarters.
Summit Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $360K in Q2 2018.
489 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Summit Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.