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

Alpha 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	$279K	Hold	1,887	–	–	0.07%	74
2026 Q1	$250K	Sell	1,887 -327	-15%	-$44.8K	0.08%	54
2025 Q4	$291K	Sell	2,214 -122	-5%	-$15.9K	0.09%	49
2025 Q3	$303K	Hold	2,336	–	–	0.11%	44
2025 Q2	$289K	Sell	2,336 -848	-27%	-$99.8K	0.11%	47
2025 Q1	$381K	Hold	3,184	–	–	0.17%	26
2024 Q4	$398K	Hold	3,184	–	–	0.18%	27
2024 Q3	$394K	Hold	3,184	–	–	0.17%	26
2024 Q2	$361K	Hold	3,184	–	–	0.17%	29
2024 Q1	$377K	Hold	3,184	–	–	0.18%	28
2023 Q4	$363K	Sell	3,184 -950	-23%	-$97.7K	0.18%	28
2023 Q3	$417K	Hold	4,134	–	–	0.26%	22
2023 Q2	$443K	Hold	4,134	–	–	0.28%	22
2023 Q1	$425K	Hold	4,134	–	–	0.3%	22
2022 Q4	$417K	Buy	+4,134	New	+$413K	0.36%	22

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

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

Alpha Financial Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,887 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #74.

Alpha Financial Advisors first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $443K in Q2 2023. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Alpha Financial Advisors held 1,887 shares of iShares S&P Mid-Cap 400 Value ETF worth $279K as of Q2 2026.
Alpha 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 0.07% of Alpha Financial Advisors's portfolio in Q2 2026, its #74 holding.
Alpha Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
Alpha Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $443K in Q2 2023.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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