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

Arkadios Wealth 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	$8M	Sell	54,179 -2,218	-4%	-$314K	0.12%	184
2026 Q1	$7.47M	Buy	56,397 +575	+1%	+$78.7K	0.12%	195
2025 Q4	$7.35M	Buy	55,822 +42,308	+313%	+$5.51M	0.14%	155
2025 Q3	$1.75M	Sell	13,514 -142	-1%	-$18.2K	0.04%	436
2025 Q2	$1.69M	Buy	13,656 +7,477	+121%	+$880K	0.05%	389
2025 Q1	$740K	Buy	+6,179	New	+$774K	0.03%	566
2023 Q3	–	Sell	-2,697	Closed	-$289K	–	729
2023 Q2	$289K	Sell	2,697 -110	-4%	-$11.2K	0.03%	457
2023 Q1	$288K	Sell	2,807 -495	-15%	-$52.9K	0.03%	446
2022 Q4	$333K	Sell	3,302 -10,529	-76%	-$1.05M	0.04%	374
2022 Q3	$1.25M	Buy	13,831 +1,861	+16%	+$185K	0.19%	139
2022 Q2	$1.13M	Buy	11,970 +9,485	+382%	+$967K	0.17%	158
2022 Q1	$272K	Sell	2,485 -95	-4%	-$10.3K	0.04%	451
2021 Q4	$286K	Buy	2,580 +516	+25%	+$56.1K	0.04%	465
2021 Q3	$212K	Sell	2,064 -48	-2%	-$5.04K	0.03%	491
2021 Q2	$222K	Sell	2,112 -128	-6%	-$13.7K	0.03%	508
2021 Q1	$228K	Buy	2,240 +680	+44%	+$64.9K	0.04%	382
2020 Q4	$134K	Buy	1,560 +1,358	+672%	+$107K	0.03%	385
2020 Q3	$14.7K	Hold	202	–	–	0.01%	665
2020 Q2	$13.3K	Sell	202 -766	-79%	-$48K	0.01%	625
2020 Q1	$53.1K	Sell	968 -246	-20%	-$18.5K	0.03%	330
2019 Q4	$104K	Buy	+1,214	New	+$99.8K	0.06%	227

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

Arkadios Wealth Advisors's IJJ Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.9% in Q2 2026, selling an estimated $314K and leaving 54,179 shares worth $8M. The position accounts for 0.12% of the portfolio, ranked #184.

Arkadios Wealth Advisors first reported a position in IJJ in Q4 2019 and has held it in 21 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Arkadios Wealth Advisors held 54,179 shares of iShares S&P Mid-Cap 400 Value ETF worth $8M as of Q2 2026.
Arkadios Wealth Advisors sold 2,218 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $314K.
iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Arkadios Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 21 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.