Archer Investment Corporation’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Archer Investment Corporation’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	$14.5K	Hold	98	–	–	﹤0.01%	756
2026 Q1	$12.9K	Buy	98 +1	+1%	+$137	﹤0.01%	747
2025 Q4	$12.8K	Sell	97 -22	-18%	-$2.86K	﹤0.01%	682
2025 Q3	$15.5K	Hold	119	–	–	﹤0.01%	650
2025 Q2	$14.7K	Buy	119 +1	+0.8%	+$118	﹤0.01%	646
2025 Q1	$14.2K	Hold	118	–	–	﹤0.01%	632
2024 Q4	$14.7K	Buy	118 +1	+0.9%	+$128	﹤0.01%	629
2024 Q3	$14.5K	Buy	117 +1	+0.9%	+$119	﹤0.01%	620
2024 Q2	$13.2K	Hold	116	–	–	﹤0.01%	621
2024 Q1	$13.7K	Hold	116	–	–	﹤0.01%	603
2023 Q4	$13.2K	Buy	116 +1	+0.9%	+$103	﹤0.01%	604
2023 Q3	$11.6K	Buy	115 +97	+539%	+$10.4K	﹤0.01%	597
2023 Q2	$1.93K	Buy	+18	New	+$1.83K	﹤0.01%	871
2020 Q3	–	Sell	-58	Closed	-$3.85K	–	668
2020 Q2	$3.85K	Hold	58	–	–	﹤0.01%	518
2020 Q1	$3K	Hold	58	–	–	﹤0.01%	512
2019 Q4	$5K	Hold	58	–	–	﹤0.01%	506
2019 Q3	$5K	Hold	58	–	–	﹤0.01%	393
2019 Q2	$5K	Hold	58	–	–	﹤0.01%	382
2019 Q1	$5K	Hold	58	–	–	﹤0.01%	383
2018 Q4	$4K	Buy	+58	New	+$4.43K	﹤0.01%	372

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

Archer Investment Corporation's IJJ Position: Q2 2026 in Review

Archer Investment Corporation held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 98 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Archer Investment Corporation first reported a position in IJJ in Q4 2018 and has held it in 20 quarters since. The position peaked at $15.5K in Q3 2025. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Archer Investment Corporation held 98 shares of iShares S&P Mid-Cap 400 Value ETF worth $14.5K as of Q2 2026.
Archer Investment Corporation 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 ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #756 holding.
Archer Investment Corporation first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 20 quarters since.
Archer Investment Corporation's iShares S&P Mid-Cap 400 Value ETF position peaked at $15.5K 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 Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.