American Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
American Wealth Advisors's IJJ Position: Q2 2026 in Review
American Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.2% in Q2 2026, selling an estimated $20.7K and leaving 4,428 shares worth $654K. The position accounts for 0.61% of the portfolio, ranked #22.
American Wealth Advisors first reported a position in IJJ in Q3 2025 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- American Wealth Advisors held 4,428 shares of iShares S&P Mid-Cap 400 Value ETF worth $654K as of Q2 2026.
- American Wealth Advisors sold 146 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $20.7K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.61% of American Wealth Advisors's portfolio in Q2 2026, its #22 holding.
- American Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
- 875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.