Tucker Asset 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
$10.3K Buy
+70
New +$9.9K ﹤0.01% 345
2024
Q4
Sell
-28
Closed -$3.46K 1572
2024
Q3
$3.46K Sell
28
-230
-89% -$27.3K ﹤0.01% 1028
2024
Q2
$29.3K Buy
258
+40
+18% +$4.56K 0.01% 513
2024
Q1
$25.8K Buy
+218
New +$24.5K 0.01% 602
2022
Q2
Sell
-109
Closed -$12K 674
2022
Q1
$12K Buy
+109
New +$11.8K ﹤0.01% 212
2021
Q3
Sell
-59
Closed -$6.21K 392
2021
Q2
$6.21K Buy
+59
New +$6.3K ﹤0.01% 210

Other funds holding IJJ

Tucker Asset Management's IJJ Position: Q2 2026 in Review

Tucker Asset Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 70 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in IJJ as recently as Q3 2024.

Tucker Asset Management first reported a position in IJJ in Q2 2021 and has held it in 6 quarters since. The position peaked at $29.3K in Q2 2024. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Tucker Asset Management held 70 shares of iShares S&P Mid-Cap 400 Value ETF worth $10.3K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new Tucker Asset Management position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #345 holding.
  • Tucker Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 6 quarters since.
  • Tucker Asset Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $29.3K in Q2 2024.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.