Advisornet Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $264K | Sell |
1,785
-8
| -0.4% | -$1.13K | 0.01% | 569 |
|
|
2026
Q1 | $238K | Buy |
1,793
+2
| +0.1% | +$274 | 0.01% | 562 |
|
|
2025
Q4 | $236K | Buy |
1,791
+2
| +0.1% | +$260 | 0.01% | 561 |
|
|
2025
Q3 | $232K | Sell |
1,789
-22
| -1% | -$2.82K | 0.01% | 552 |
|
|
2025
Q2 | $224K | Sell |
1,811
-369
| -17% | -$43.4K | 0.01% | 549 |
|
|
2025
Q1 | $261K | Buy |
2,180
+42
| +2% | +$5.26K | 0.02% | 488 |
|
|
2024
Q4 | $267K | Sell |
2,138
-121
| -5% | -$15.4K | 0.02% | 444 |
|
|
2024
Q3 | $279K | Sell |
2,259
-1,315
| -37% | -$156K | 0.02% | 458 |
|
|
2024
Q2 | $405K | Sell |
3,574
-2,341
| -40% | -$267K | 0.04% | 342 |
|
|
2024
Q1 | $700K | Sell |
5,915
-2,175
| -27% | -$245K | 0.07% | 253 |
|
|
2023
Q4 | $923K | Sell |
8,090
-6,210
| -43% | -$639K | 0.09% | 227 |
|
|
2023
Q3 | $1.44M | Sell |
14,300
-2,728
| -16% | -$292K | 0.13% | 161 |
|
|
2023
Q2 | $1.82M | Buy |
17,028
+316
| +2% | +$32.1K | 0.16% | 145 |
|
|
2023
Q1 | $1.72M | Buy |
16,712
+167
| +1% | +$17.8K | 0.16% | 145 |
|
|
2022
Q4 | $1.67M | Buy |
16,545
+1,539
| +10% | +$154K | 0.16% | 147 |
|
|
2022
Q3 | $1.35M | Buy |
15,006
+738
| +5% | +$73.5K | 0.13% | 170 |
|
|
2022
Q2 | $1.35M | Buy |
14,268
+604
| +4% | +$61.6K | 0.13% | 174 |
|
|
2022
Q1 | $1.5M | Buy |
13,664
+1,477
| +12% | +$159K | 0.09% | 190 |
|
|
2021
Q4 | $1.35M | Sell |
12,187
-805
| -6% | -$87.6K | 0.08% | 213 |
|
|
2021
Q3 | $1.34M | Sell |
12,992
-951
| -7% | -$99.9K | 0.09% | 195 |
|
|
2021
Q2 | $1.47M | Buy |
13,943
+142
| +1% | +$15.2K | 0.1% | 191 |
|
|
2021
Q1 | $1.41M | Sell |
13,801
-2,181
| -14% | -$208K | 0.1% | 192 |
|
|
2020
Q4 | $1.38M | Sell |
15,982
-5,300
| -25% | -$416K | 0.11% | 171 |
|
|
2020
Q3 | $1.44M | Sell |
21,282
-2,266
| -10% | -$157K | 0.12% | 170 |
|
|
2020
Q2 | $1.56M | Sell |
23,548
-8,426
| -26% | -$529K | 0.13% | 161 |
|
|
2020
Q1 | $1.75M | Sell |
31,974
-3,116
| -9% | -$234K | 0.16% | 126 |
|
|
2019
Q4 | $3M | Buy |
35,090
+2,886
| +9% | +$237K | 0.25% | 89 |
|
|
2019
Q3 | $2.58M | Buy |
32,204
+3,882
| +14% | +$306K | 0.24% | 96 |
|
|
2019
Q2 | $2.26M | Buy |
28,322
+6,002
| +27% | +$476K | 0.25% | 91 |
|
|
2019
Q1 | $1.75M | Buy |
22,320
+5,056
| +29% | +$391K | 0.21% | 105 |
|
|
2018
Q4 | $1.19M | Buy |
17,264
+6,930
| +67% | +$530K | 0.17% | 134 |
|
|
2018
Q3 | $865K | Buy |
10,334
+9,718
| +1,578% | +$812K | 0.11% | 180 |
|
|
2018
Q2 | $50K | Hold |
616
| – | – | 0.01% | 699 |
|
|
2018
Q1 | $48K | Buy |
616
+4
| +0.7% | +$317 | 0.01% | 703 |
|
|
2017
Q4 | $49K | Buy |
+612
| New | +$47.8K | 0.01% | 659 |
|
Other funds holding IJJ
DADC
Advisornet Financial's IJJ Position: Q2 2026 in Review
Advisornet Financial reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.45% in Q2 2026, selling an estimated $1.13K and leaving 1,785 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #569.
Advisornet Financial first reported a position in IJJ in Q4 2017 and has held it in 35 quarters since. The position peaked at $3M in Q4 2019. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Advisornet Financial held 1,785 shares of iShares S&P Mid-Cap 400 Value ETF worth $264K as of Q2 2026.
- Advisornet Financial sold 8 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.13K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #569 holding.
- Advisornet Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $3M in Q4 2019.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.