SF
IJJ icon

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

SWP Financial’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 		$255K Hold
1,728
– – 0.12% 69
2026
Q1 		$229K Hold
1,728
– – 0.12% 66
2025
Q4 		$227K Hold
1,728
– – 0.11% 67
2025
Q3 		$224K Hold
1,728
– – 0.11% 66
2025
Q2 		$214K Hold
1,728
– – 0.12% 70
2025
Q1 		$207K Hold
1,728
– – 0.13% 63
2024
Q4 		$216K Hold
1,728
– – 0.13% 65
2024
Q3 		$214K Buy
+1,728
New +$205K 0.13% 53
2024
Q2 		– Sell
-1,728
Closed -$204K – 51
2024
Q1 		$204K Buy
+1,728
New +$195K 0.14% 48

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SWP Financial's IJJ Position: Q2 2026 in Review

SWP Financial held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,728 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #69.

SWP Financial first reported a position in IJJ in Q1 2024 and has held it in 9 quarters since. 462 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • SWP Financial held 1,728 shares of iShares S&P Mid-Cap 400 Value ETF worth $255K as of Q2 2026.
  • SWP Financial left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.12% of SWP Financial's portfolio in Q2 2026, its #69 holding.
  • SWP Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 462 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.