Apollon Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Apollon Wealth Management’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	$1.91M	Sell	12,911 -212	-2%	-$30K	0.02%	500
2026 Q1	$1.74M	Sell	13,123 -891	-6%	-$122K	0.03%	431
2025 Q4	$1.84M	Sell	14,014 -964	-6%	-$125K	0.03%	387
2025 Q3	$1.94M	Sell	14,978 -717	-5%	-$91.8K	0.03%	386
2025 Q2	$1.94M	Sell	15,695 -5,942	-27%	-$699K	0.04%	364
2025 Q1	$2.59M	Buy	21,637 +7,564	+54%	+$947K	0.06%	279
2024 Q4	$1.76M	Buy	14,073 +1,617	+13%	+$206K	0.04%	366
2024 Q3	$1.54M	Buy	12,456 +10	+0.1%	+$1.19K	0.04%	367
2024 Q2	$1.41M	Buy	12,446 +11	+0.1%	+$1.25K	0.04%	367
2024 Q1	$1.47M	Sell	12,435 -180	-1%	-$20.3K	0.05%	353
2023 Q4	$1.44M	Buy	12,615 +5,011	+66%	+$515K	0.05%	344
2023 Q3	$767K	Hold	7,604	–	–	0.04%	434
2023 Q2	$815K	Buy	7,604 +2	+0%	+$203	0.04%	451
2023 Q1	$781K	Sell	7,602 -97	-1%	-$10.4K	0.05%	396
2022 Q4	$776K	Sell	7,699 -88	-1%	-$8.79K	0.06%	373
2022 Q3	$701K	Sell	7,787 -349	-4%	-$34.7K	0.06%	359
2022 Q2	$768K	Sell	8,136 -209	-3%	-$21.3K	0.06%	325
2022 Q1	$915K	Sell	8,345 -93	-1%	-$10K	0.07%	309
2021 Q4	$934K	Buy	+8,438	New	+$918K	0.07%	298
2020 Q3	–	Sell	-204	Closed	-$14K	–	397
2020 Q2	$14K	Buy	+204	New	+$12.8K	0.01%	440

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

Apollon Wealth Management's IJJ Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.6% in Q2 2026, selling an estimated $30K and leaving 12,911 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #500.

Apollon Wealth Management first reported a position in IJJ in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.59M in Q1 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Apollon Wealth Management held 12,911 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.91M as of Q2 2026.
Apollon Wealth Management sold 212 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $30K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #500 holding.
Apollon Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 20 quarters since.
Apollon Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.59M in Q1 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.