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

Ally Invest 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	$486K	Buy	3,289 +13	+0.4%	+$1.84K	0.03%	59
2026 Q1	$434K	Sell	3,276 -220	-6%	-$30.1K	0.03%	58
2025 Q4	$460K	Sell	3,496 -253	-7%	-$32.9K	0.03%	58
2025 Q3	$486K	Sell	3,749 -81	-2%	-$10.4K	0.03%	57
2025 Q2	$473K	Buy	+3,830	New	+$451K	0.04%	56

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 22.9% 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

Ally Invest Advisors's IJJ Position: Q2 2026 in Review

Ally Invest Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.4% in Q2 2026, buying an estimated $1.84K and bringing the position to 3,289 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #59.

Ally Invest Advisors first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $486K in Q3 2025. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ally Invest Advisors held 3,289 shares of iShares S&P Mid-Cap 400 Value ETF worth $486K as of Q2 2026.
Ally Invest Advisors bought 13 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.84K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Ally Invest Advisors's portfolio in Q2 2026, its #59 holding.
Ally Invest Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
Ally Invest Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $486K in Q3 2025.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.