TSWM
IJJ icon

Triangle Securities Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Triangle Securities Wealth 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
Q2 		$634K Buy
4,292
+2
+0% +$283 0.13% 150
2026
Q1 		$568K Buy
4,290
+35
+0.8% +$4.79K 0.13% 151
2025
Q4 		$560K Buy
4,255
+115
+3% +$15K 0.12% 151
2025
Q3 		$537K Buy
4,140
+255
+7% +$32.7K 0.12% 152
2025
Q2 		$480K Buy
3,885
+998
+35% +$117K 0.12% 154
2025
Q1 		$346K Sell
2,887
-7
-0.2% -$876 0.09% 174
2024
Q4 		$362K Sell
2,894
-31
-1% -$3.96K 0.09% 173
2024
Q3 		$362K Sell
2,925
-635
-18% -$75.5K 0.09% 176
2024
Q2 		$404K Buy
3,560
+36
+1% +$4.11K 0.11% 161
2024
Q1 		$417K Buy
3,524
+44
+1% +$4.95K 0.12% 158
2023
Q4 		$397K Buy
+3,480
New +$358K 0.12% 154
2013
Q3 		– Sell
-188
Closed -$10K – 247
2013
Q2 		$10K Buy
+188
New +$9.51K 0.01% 452

Other funds holding IJJ

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
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Triangle Securities Wealth Management's IJJ Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.05% in Q2 2026, buying an estimated $283 and bringing the position to 4,292 shares worth $634K. The position accounts for 0.13% of the portfolio, ranked #150.

Triangle Securities Wealth Management first reported a position in IJJ in Q2 2013 and has held it in 12 quarters since. 180 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Triangle Securities Wealth Management held 4,292 shares of iShares S&P Mid-Cap 400 Value ETF worth $634K as of Q2 2026.
  • Triangle Securities Wealth Management bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $283.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Triangle Securities Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 12 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.