13F

IJJ ISHARES S&P MID-CAP 400 VALU

2026Q1 · CUSIP 464287705

🟡 Cooling · Breadth rolling over
Holders
837
Δ holders QoQ
-1
Breadth percentile
Top 66%
Whale holders
120
Δ whales
+4
Inst. holding value
$5.7B
New positions
66
Closed positions
67
Price momentum (1Q)
Put / Call
0/1

Breadth history (34 quarters)

2018Q1: Δ+3 · h=423 2018Q2: Δ-8 · h=415 2018Q3: Δ+17 · h=432 2018Q4: Δ+15 · h=447 2019Q1: Δ+23 · h=470 2019Q2: Δ-5 · h=465 2019Q3: Δ+7 · h=472 2019Q4: Δ+74 · h=546 2020Q1: Δ-76 · h=470 2020Q2: Δ-18 · h=452 2020Q3: Δ+8 · h=460 2020Q4: Δ+74 · h=534 2021Q1: Δ+53 · h=587 2021Q2: Δ+20 · h=607 2021Q3: Δ+3 · h=610 2021Q4: Δ+54 · h=664 2022Q1: Δ+17 · h=681 2022Q2: Δ-36 · h=645 2022Q3: Δ-21 · h=624 2022Q4: Δ+61 · h=685 2023Q1: Δ-1 · h=684 2023Q2: Δ-3 · h=681 2023Q3: Δ-16 · h=665 2023Q4: Δ+68 · h=733 2024Q1: Δ-4 · h=729 2024Q2: Δ+10 · h=739 2024Q3: Δ+18 · h=757 2024Q4: Δ+71 · h=828 2025Q1: Δ-10 · h=818 2025Q2: Δ-4 · h=814 2025Q3: Δ-2 · h=812 2025Q4: Δ+26 · h=838 2026Q1: Δ-1 · h=837 2018Q1: holders=423 2018Q2: holders=415 2018Q3: holders=432 2018Q4: holders=447 2019Q1: holders=470 2019Q2: holders=465 2019Q3: holders=472 2019Q4: holders=546 2020Q1: holders=470 2020Q2: holders=452 2020Q3: holders=460 2020Q4: holders=534 2021Q1: holders=587 2021Q2: holders=607 2021Q3: holders=610 2021Q4: holders=664 2022Q1: holders=681 2022Q2: holders=645 2022Q3: holders=624 2022Q4: holders=685 2023Q1: holders=684 2023Q2: holders=681 2023Q3: holders=665 2023Q4: holders=733 2024Q1: holders=729 2024Q2: holders=739 2024Q3: holders=757 2024Q4: holders=828 2025Q1: holders=818 2025Q2: holders=814 2025Q3: holders=812 2025Q4: holders=838 2026Q1: holders=837 -76 -38 +0 +38 +76 373627880 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 14 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 20%
2024Q4 Top 6%
2024Q3 Top 19%
2023Q4 Top 6%
2022Q4 Top 5%
2022Q1 Top 11%
2021Q4 Top 9%
2021Q2 Top 14%
2021Q1 Top 4%
2020Q4 Top 7%
2019Q4 Top 5%
2019Q1 Top 12%
2018Q4 Top 15%
2018Q3 Top 13%
Put holders / Call holders: 0 / 1