Triumph Capital Management’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
$63.7K Buy
431
+1
+0.2% +$141 0.01% 614
2026
Q1
$56.9K Buy
430
+2
+0.5% +$274 0.01% 605
2025
Q4
$56.4K Buy
+428
New +$55.7K 0.01% 586

Other funds holding IJJ

Triumph Capital Management's IJJ Position: Q2 2026 in Review

Triumph Capital Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.23% in Q2 2026, buying an estimated $141 and bringing the position to 431 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #614.

Triumph Capital Management first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Triumph Capital Management held 431 shares of iShares S&P Mid-Cap 400 Value ETF worth $63.7K as of Q2 2026.
  • Triumph Capital Management bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #614 holding.
  • Triumph Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.