Wolff Financial Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wolff Financial Management’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	$591K	Hold	4,000	–	–	0.12%	68
2026 Q1	$530K	Hold	4,000	–	–	0.12%	72
2025 Q4	$526K	Hold	4,000	–	–	0.12%	68
2025 Q3	$519K	Hold	4,000	–	–	0.12%	69
2025 Q2	$494K	Hold	4,000	–	–	0.13%	66
2025 Q1	$479K	Hold	4,000	–	–	0.13%	68
2024 Q4	$500K	Hold	4,000	–	–	0.14%	66
2024 Q3	$494K	Buy	+4,000	New	+$476K	0.13%	70
2024 Q2	–	Sell	-4,000	Closed	-$473K	–	56
2024 Q1	$473K	Hold	4,000	–	–	0.14%	69
2023 Q4	$456K	Hold	4,000	–	–	0.14%	70
2023 Q3	$404K	Buy	+4,000	New	+$428K	0.14%	74
2023 Q2	–	Sell	-4,000	Closed	-$411K	–	58
2023 Q1	$411K	Hold	4,000	–	–	0.14%	78
2022 Q4	$403K	Hold	4,000	–	–	0.15%	77
2022 Q3	$360K	Hold	4,000	–	–	0.16%	80
2022 Q2	$378K	Hold	4,000	–	–	0.17%	79
2022 Q1	$439K	Hold	4,000	–	–	0.17%	76
2021 Q4	$443K	Buy	+4,000	New	+$435K	0.17%	79
2021 Q1	$408K	Hold	4,000	–	–	0.19%	77
2020 Q4	$345K	Hold	4,000	–	–	0.18%	74
2020 Q3	$270K	Hold	4,000	–	–	0.16%	77
2020 Q2	$266K	Buy	+4,000	New	+$251K	0.17%	75

Other funds holding IJJ

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 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

OFS Enterprise Kearney, Nebraska $392M AUM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wolff Financial Management's IJJ Position: Q2 2026 in Review

Wolff Financial Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,000 shares worth $591K. The position accounts for 0.12% of the portfolio, ranked #68.

Wolff Financial Management first reported a position in IJJ in Q2 2020 and has held it in 21 quarters since. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wolff Financial Management held 4,000 shares of iShares S&P Mid-Cap 400 Value ETF worth $591K as of Q2 2026.
Wolff Financial Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Wolff Financial Management's portfolio in Q2 2026, its #68 holding.
Wolff Financial Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 21 quarters since.
209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.