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

Team Financial Group’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 		– Sell
-136
Closed -$18K – 148
2026
Q1 		$18K Hold
136
– – 0.01% 168
2025
Q4 		$17.8K Buy
136
+1
+0.7% +$130 0.01% 160
2025
Q3 		$17.5K Buy
135
+1
+0.7% +$128 0.01% 157
2025
Q2 		$16.6K Buy
+134
New +$15.8K 0.01% 146

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Team Financial Group's IJJ Position: Q2 2026 in Review

Team Financial Group sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 136 shares — an estimated $18K sold.

Team Financial Group first reported a position in IJJ in Q2 2025 and held it in 4 quarters. The position peaked at $18K in Q1 2026. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Team Financial Group reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 136 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $18K.
  • Team Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $18K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.