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

Allium Financial Advisors’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	$393K	Hold	2,658	–	–	0.26%	54
2026 Q1	$352K	Hold	2,658	–	–	0.28%	49
2025 Q4	$350K	Sell	2,658 -120	-4%	-$15.6K	0.28%	49
2025 Q3	$360K	Hold	2,778	–	–	0.3%	51
2025 Q2	$343K	Hold	2,778	–	–	0.3%	55
2025 Q1	$333K	Buy	+2,778	New	+$348K	0.3%	53

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allium Financial Advisors's IJJ Position: Q2 2026 in Review

Allium Financial Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,658 shares worth $393K. The position accounts for 0.26% of the portfolio, ranked #54.

Allium Financial Advisors first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Allium Financial Advisors held 2,658 shares of iShares S&P Mid-Cap 400 Value ETF worth $393K as of Q2 2026.
Allium Financial Advisors 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 0.26% of Allium Financial Advisors's portfolio in Q2 2026, its #54 holding.
Allium Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.