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
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: Q1 2026 in Review

WBH Advisory held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 1,803 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #329.

WBH Advisory first reported a position in IJJ in Q2 2025 and has held it in 4 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • WBH Advisory held 1,803 shares of iShares S&P Mid-Cap 400 Value ETF worth $240K as of Q1 2026.
  • WBH Advisory left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #329 holding.
  • WBH Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.