Avantax Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.2M	Sell	17,808 -4,061	-19%	-$478K	0.01%	751
2025 Q1	$2.62M	Buy	21,869 +1,451	+7%	+$182K	0.02%	639
2024 Q4	$2.55M	Buy	20,418 +880	+5%	+$112K	0.02%	611
2024 Q3	$2.42M	Sell	19,538 -535	-3%	-$63.6K	0.02%	612
2024 Q2	$2.28M	Sell	20,073 -9,789	-33%	-$1.12M	0.02%	609
2024 Q1	$3.53M	Buy	29,862 +11,935	+67%	+$1.34M	0.03%	387
2023 Q4	$2.04M	Sell	17,927 -11,684	-39%	-$1.2M	0.02%	493
2023 Q3	$2.99M	Sell	29,611 -11,291	-28%	-$1.21M	0.03%	359
2023 Q2	$4.38M	Buy	40,902 +2,493	+6%	+$253K	0.05%	282
2023 Q1	$3.95M	Buy	38,409 +1,995	+5%	+$213K	0.05%	290
2022 Q4	$3.67M	Buy	36,414 +6,445	+22%	+$644K	0.05%	282
2022 Q3	$2.7M	Buy	29,969 +7,434	+33%	+$740K	0.04%	319
2022 Q2	$2.13M	Sell	22,535 -5,106	-18%	-$521K	0.03%	363
2022 Q1	$3.02M	Buy	27,641 +17,068	+161%	+$1.84M	0.04%	297
2021 Q4	$1.17M	Buy	10,573 +1,679	+19%	+$183K	0.02%	489
2021 Q3	$912K	Sell	8,894 -1,076	-11%	-$113K	0.02%	520
2021 Q2	$1.05M	Buy	9,970 +1,760	+21%	+$188K	0.02%	462
2021 Q1	$834K	Buy	8,210 +2,857	+53%	+$273K	0.02%	474
2020 Q4	$462K	Sell	5,353 -31,319	-85%	-$2.46M	0.01%	580
2020 Q3	$2.47M	Buy	36,672 +31,024	+549%	+$2.14M	0.04%	325
2020 Q2	$377K	Sell	5,648 -810	-13%	-$50.8K	0.01%	558
2020 Q1	$355K	Sell	6,458 -1,970	-23%	-$148K	0.01%	524
2019 Q4	$718K	Buy	8,428 +3,014	+56%	+$248K	0.02%	398
2019 Q3	$435K	Sell	5,414 -784	-13%	-$61.7K	0.02%	347
2019 Q2	$494K	Buy	6,198 +2,594	+72%	+$206K	0.02%	298
2019 Q1	$283K	Sell	3,604 -140	-4%	-$10.8K	0.02%	372
2018 Q4	$260K	Buy	+3,744	New	+$286K	0.04%	323

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's IJJ Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 19% in Q2 2025, selling an estimated $478K and leaving 17,808 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #751.

Avantax Advisory Services first reported a position in IJJ in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.38M in Q2 2023. 814 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

Avantax Advisory Services held 17,808 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.2M as of Q2 2025.
Avantax Advisory Services sold 4,061 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $478K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #751 holding.
Avantax Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.38M in Q2 2023.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.