Twin Peaks Wealth Advisors’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
Sell
-27
Closed -$3.58K 1165
2026
Q1
$3.58K Buy
+27
New +$3.7K ﹤0.01% 1513
2025
Q3
Sell
-27
Closed -$3.4K 1100
2025
Q2
$3.4K Buy
+27
New +$3.18K ﹤0.01% 1460

Other funds holding IJJ

Twin Peaks Wealth Advisors's IJJ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 27 shares — an estimated $3.58K sold.

Twin Peaks Wealth Advisors first reported a position in IJJ in Q2 2025 and held it in 2 quarters. The position peaked at $3.58K in Q1 2026. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 27 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.58K.
  • Twin Peaks Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.58K in Q1 2026.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.