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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.6K Sell
221
-290
-57% -$41K ﹤0.01% 441
2026
Q1
$67.7K Buy
511
+290
+131% +$39.7K 0.01% 324
2025
Q4
$29.1K Buy
+221
New +$28.8K ﹤0.01% 426

Other funds holding IJJ

Toth Financial Advisory's IJJ Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 57% in Q2 2026, selling an estimated $41K and leaving 221 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Toth Financial Advisory first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $67.7K in Q1 2026. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Toth Financial Advisory held 221 shares of iShares S&P Mid-Cap 400 Value ETF worth $32.6K as of Q2 2026.
  • Toth Financial Advisory sold 290 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $41K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #441 holding.
  • Toth Financial Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Toth Financial Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $67.7K in Q1 2026.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.