WBH 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
$246K Sell
1,663
-140
-8% -$19.8K 0.02% 339
2026
Q1
$240K Hold
1,803
0.02% 329
2025
Q4
$237K Hold
1,803
0.02% 325
2025
Q3
$234K Sell
1,803
-90
-5% -$11.5K 0.02% 321
2025
Q2
$234K Buy
+1,893
New +$223K 0.02% 315

Other funds holding IJJ

WBH Advisory's IJJ Position: Q2 2026 in Review

WBH Advisory reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.8% in Q2 2026, selling an estimated $19.8K and leaving 1,663 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #339.

WBH Advisory first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • WBH Advisory held 1,663 shares of iShares S&P Mid-Cap 400 Value ETF worth $246K as of Q2 2026.
  • WBH Advisory sold 140 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $19.8K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #339 holding.
  • WBH Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.