Thurston Springer Miller Herd & Titak’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.63K	Buy	+11	New	+$1.56K	﹤0.01%	1119
2025 Q3	–	Sell	-100	Closed	-$12.4K	–	943
2025 Q2	$12.4K	Hold	100	–	–	﹤0.01%	1094
2025 Q1	$12K	Buy	+100	New	+$12.5K	﹤0.01%	1061

Other funds holding IJJ

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return