WH
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Willner & Heller’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Willner & Heller’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$390K Buy
2,637
+9
+0.3% +$1.27K 0.24% 114
2026
Q1 		$348K Buy
2,628
+9
+0.3% +$1.23K 0.26% 111
2025
Q4 		$345K Buy
2,619
+16
+0.6% +$2.08K 0.25% 118
2025
Q3 		$338K Buy
2,603
+11
+0.4% +$1.41K 0.26% 111
2025
Q2 		$320K Buy
2,592
+11
+0.4% +$1.29K 0.27% 110
2025
Q1 		$309K Buy
2,581
+10
+0.4% +$1.25K 0.29% 113
2024
Q4 		$321K Buy
2,571
+13
+0.5% +$1.66K 0.28% 113
2024
Q3 		$316K Buy
2,558
+15
+0.6% +$1.78K 0.28% 114
2024
Q2 		$288K Buy
2,543
+12
+0.5% +$1.37K 0.28% 115
2024
Q1 		$299K Buy
2,531
+8
+0.3% +$901 0.3% 113
2023
Q4 		$288K Buy
+2,523
New +$259K 0.32% 109
2022
Q4 		$255K Buy
2,534
+31
+1% +$3.1K 0.36% 106
2022
Q3 		$225K Buy
2,503
+18
+0.7% +$1.79K 0.36% 107
2022
Q2 		$235K Buy
2,485
+18
+0.7% +$1.84K 0.37% 105
2022
Q1 		$273K Buy
2,467
+12
+0.5% +$1.29K 0.34% 109
2021
Q4 		$253K Buy
+2,455
New +$267K 0.34% 110

Other funds holding IJJ

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Willner & Heller's IJJ Position: Q2 2026 in Review

Willner & Heller increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.34% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,637 shares worth $390K. The position accounts for 0.24% of the portfolio, ranked #114.

Willner & Heller first reported a position in IJJ in Q4 2021 and has held it in 16 quarters since. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Willner & Heller held 2,637 shares of iShares S&P Mid-Cap 400 Value ETF worth $390K as of Q2 2026.
  • Willner & Heller bought 9 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.27K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.24% of Willner & Heller's portfolio in Q2 2026, its #114 holding.
  • Willner & Heller first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.