IJJ

Ishares S&p Mid-cap 400 Valu

Latest period2026 - Q2Total superinvestors145

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 145 superinvestors own shares of Ishares S&p Mid-cap 400 Valu (IJJ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares S&p Mid-cap 400 Valu (IJJ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares S&p Mid-cap 400 Valu (IJJ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares S&p Mid-cap 400 Valu (IJJ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Karen A. Mohn@Courier Capital Llc
Recent Activity
Increased 1.6%
1.69%
$33.651M
227,786 shares@ 147.74 avg price
Mark Ciulla@Capital Advisors, Ltd. Llc
Recent Activity
Increased 0.34%
1.66%
$16.398M
110,998 shares@ 147.74 avg price
Heather Roche@First Merchants Corp
Recent Activity
Decreased -1.87%
0.48%
$13.53M
91,589 shares@ 147.74 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 4.42%
0.02%
$6.138M
69,201 shares@ 88.7 avg price
Audrey Lanzillo@Independence Financial Advisors, Llc
Recent Activity
New Position
2.55%
$9.798M
66,323 shares@ 147.74 avg price
Troy Brockmeier@Ofs Enterprise Llc
Recent Activity
Increased 1.62%
2.36%
$9.209M
62,340 shares@ 147.74 avg price
Shannon Carter@Investrust
Recent Activity
Decreased -4.36%
3.25%
$8.425M
57,033 shares@ 147.73 avg price
Dave Reichert@Mfa Wealth Advisors, Llc
Recent Activity
Decreased -3.25%
1.39%
$8.114M
54,925 shares@ 147.74 avg price
Jeffrey P Gribben@First Citizens Financial Corp
Recent Activity
Decreased -0.69%
3.1%
$7.4M
50,093 shares@ 147.74 avg price
Mark Andraos@Hudson Capital Management Llc
Recent Activity
Increased 1.34%
1.73%
$7.137M
48,312 shares@ 147.74 avg price

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