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

Beaumont Financial 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	$606K	Buy	4,100 +34	+0.8%	+$4.81K	0.04%	227
2026 Q1	$539K	Sell	4,066 -14	-0.3%	-$1.92K	0.04%	225
2025 Q4	$537K	Sell	4,080 -43	-1%	-$5.6K	0.04%	223
2025 Q3	$535K	Hold	4,123	–	–	0.04%	231
2025 Q2	$510K	Hold	4,123	–	–	0.04%	218
2025 Q1	$494K	Hold	4,123	–	–	0.04%	220
2024 Q4	$515K	Sell	4,123 -35	-0.8%	-$4.47K	0.04%	216
2024 Q3	$514K	Sell	4,158 -197	-5%	-$23.4K	0.04%	211
2024 Q2	$494K	Buy	4,355 +130	+3%	+$14.8K	0.04%	212
2024 Q1	$500K	Hold	4,225	–	–	0.04%	202
2023 Q4	$482K	Sell	4,225 -490	-10%	-$50.4K	0.04%	200
2023 Q3	$476K	Hold	4,715	–	–	0.05%	181
2023 Q2	$505K	Sell	4,715 -973	-17%	-$98.8K	0.05%	191
2023 Q1	$585K	Buy	5,688 +1,016	+22%	+$109K	0.06%	156
2022 Q4	$471K	Hold	4,672	–	–	0.05%	181
2022 Q3	$420K	Buy	+4,672	New	+$465K	0.04%	190
2021 Q4	–	Sell	-2,239	Closed	-$231K	–	365
2021 Q3	$231K	Buy	+2,239	New	+$235K	0.02%	318

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

Beaumont Financial Advisors's IJJ Position: Q2 2026 in Review

Beaumont Financial Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.84% in Q2 2026, buying an estimated $4.81K and bringing the position to 4,100 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #227.

Beaumont Financial Advisors first reported a position in IJJ in Q3 2021 and has held it in 17 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Beaumont Financial Advisors held 4,100 shares of iShares S&P Mid-Cap 400 Value ETF worth $606K as of Q2 2026.
Beaumont Financial Advisors bought 34 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.81K.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #227 holding.
Beaumont Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and has held it in 17 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.