Avantax Planning Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $653K | Sell |
4,422
-24
| -0.5% | -$3.4K | 0.02% | 247 |
|
|
2026
Q1 | $589K | Hold |
4,446
| – | – | 0.02% | 257 |
|
|
2025
Q4 | $585K | Sell |
4,446
-31
| -0.7% | -$4.04K | 0.02% | 249 |
|
|
2025
Q3 | $581K | Sell |
4,477
-18
| -0.4% | -$2.31K | 0.02% | 246 |
|
|
2025
Q2 | $556K | Sell |
4,495
-14
| -0.3% | -$1.65K | 0.02% | 256 |
|
|
2025
Q1 | $540K | Sell |
4,509
-310
| -6% | -$38.8K | 0.02% | 246 |
|
|
2024
Q4 | $602K | Buy |
4,819
+793
| +20% | +$101K | 0.02% | 228 |
|
|
2024
Q3 | $498K | Sell |
4,026
-2,255
| -36% | -$268K | 0.02% | 259 |
|
|
2024
Q2 | $713K | Sell |
6,281
-472
| -7% | -$53.8K | 0.02% | 234 |
|
|
2024
Q1 | $799K | Sell |
6,753
-1,443
| -18% | -$162K | 0.03% | 224 |
|
|
2023
Q4 | $935K | Sell |
8,196
-370
| -4% | -$38K | 0.04% | 174 |
|
|
2023
Q3 | $865K | Buy |
8,566
+13
| +0.2% | +$1.39K | 0.04% | 174 |
|
|
2023
Q2 | $916K | Buy |
8,553
+129
| +2% | +$13.1K | 0.04% | 171 |
|
|
2023
Q1 | $866K | Buy |
8,424
+1,057
| +14% | +$113K | 0.04% | 183 |
|
|
2022
Q4 | $743K | Buy |
7,367
+1
| +0% | +$100 | 0.03% | 198 |
|
|
2022
Q3 | $663K | Sell |
7,366
-770
| -9% | -$76.6K | 0.03% | 196 |
|
|
2022
Q2 | $768K | Sell |
8,136
-403
| -5% | -$41.1K | 0.03% | 185 |
|
|
2022
Q1 | $936K | Sell |
8,539
-1,040
| -11% | -$112K | 0.04% | 164 |
|
|
2021
Q4 | $1.06M | Buy |
9,579
+2,390
| +33% | +$260K | 0.04% | 153 |
|
|
2021
Q3 | $741K | Sell |
7,189
-294
| -4% | -$30.9K | 0.03% | 166 |
|
|
2021
Q2 | $788K | Sell |
7,483
-406
| -5% | -$43.4K | 0.04% | 155 |
|
|
2021
Q1 | $804K | Sell |
7,889
-1,777
| -18% | -$170K | 0.04% | 150 |
|
|
2020
Q4 | $834K | Sell |
9,666
-3,996
| -29% | -$313K | 0.04% | 139 |
|
|
2020
Q3 | $921K | Sell |
13,662
-482
| -3% | -$33.3K | 0.05% | 127 |
|
|
2020
Q2 | $940K | Sell |
14,144
-2,592
| -15% | -$163K | 0.05% | 123 |
|
|
2020
Q1 | $918K | Buy |
16,736
+1,048
| +7% | +$78.8K | 0.06% | 110 |
|
|
2019
Q4 | $1.34M | Sell |
15,688
-22
| -0.1% | -$1.81K | 0.08% | 94 |
|
|
2019
Q3 | $1.26M | Sell |
15,710
-722
| -4% | -$56.8K | 0.08% | 96 |
|
|
2019
Q2 | $1.31M | Buy |
16,432
+68
| +0.4% | +$5.39K | 0.08% | 89 |
|
|
2019
Q1 | $1.28M | Sell |
16,364
-706
| -4% | -$54.7K | 0.09% | 85 |
|
|
2018
Q4 | $1.18M | Buy |
17,070
+934
| +6% | +$71.4K | 0.09% | 86 |
|
|
2018
Q3 | $1.35M | Buy |
16,136
+2
| +0% | +$167 | 0.11% | 68 |
|
|
2018
Q2 | $1.31M | Buy |
16,134
+102
| +0.6% | +$8.16K | 0.12% | 68 |
|
|
2018
Q1 | $1.24M | Sell |
16,032
-1,724
| -10% | -$137K | 0.11% | 86 |
|
|
2017
Q4 | $1.42M | Sell |
17,756
-14,384
| -45% | -$1.12M | 0.13% | 66 |
|
|
2017
Q3 | $2.45M | Sell |
32,140
-4,444
| -12% | -$330K | 0.19% | 53 |
|
|
2017
Q2 | $2.72M | Sell |
36,584
-1,130
| -3% | -$83.5K | 0.23% | 43 |
|
|
2017
Q1 | $2.8M | Sell |
37,714
-1,054
| -3% | -$78.2K | 0.25% | 36 |
|
|
2016
Q4 | $2.81M | Buy |
+38,768
| New | +$2.68M | 0.3% | 31 |
|
Other funds holding IJJ
DADC
Avantax Planning Partners's IJJ Position: Q2 2026 in Review
Avantax Planning Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.54% in Q2 2026, selling an estimated $3.4K and leaving 4,422 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #247.
Avantax Planning Partners first reported a position in IJJ in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.81M in Q4 2016. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Avantax Planning Partners held 4,422 shares of iShares S&P Mid-Cap 400 Value ETF worth $653K as of Q2 2026.
- Avantax Planning Partners sold 24 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.4K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #247 holding.
- Avantax Planning Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.81M in Q4 2016.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.