Y-Intercept (HK)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Y-Intercept (HK)’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	$1.02M	Buy	6,931 +2,378	+52%	+$336K	0.02%	1044
2026 Q1	$603K	Buy	+4,553	New	+$624K	0.01%	1214
2025 Q3	–	Sell	-2,879	Closed	-$356K	–	1779
2025 Q2	$356K	Buy	+2,879	New	+$339K	0.01%	1311
2023 Q4	–	Sell	-7,351	Closed	-$742K	–	1419
2023 Q3	$742K	Buy	+7,351	New	+$786K	0.07%	412
2023 Q2	–	Sell	-2,777	Closed	-$285K	–	1478
2023 Q1	$285K	Buy	+2,777	New	+$297K	0.03%	801
2022 Q2	–	Sell	-4,126	Closed	-$452K	–	1012
2022 Q1	$452K	Buy	+4,126	New	+$445K	0.1%	294

Other funds holding IJJ

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Y-Intercept (HK)'s IJJ Position: Q2 2026 in Review

Y-Intercept (HK) increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 52% in Q2 2026, buying an estimated $336K and bringing the position to 6,931 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #1044.

Y-Intercept (HK) first reported a position in IJJ in Q1 2022 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Y-Intercept (HK) held 6,931 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.02M as of Q2 2026.
Y-Intercept (HK) bought 2,378 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $336K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1044 holding.
Y-Intercept (HK) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.