Blackston Financial Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Blackston Financial Advisory Group’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 Q1	$537K	Sell	4,056 -693	-15%	-$94.9K	0.34%	44
2025 Q4	$625K	Sell	4,749 -825	-15%	-$107K	0.38%	41
2025 Q3	$723K	Sell	5,574 -2,252	-29%	-$288K	0.43%	36
2025 Q2	$967K	Sell	7,826 -1,391	-15%	-$164K	0.6%	25
2025 Q1	$1.1M	Sell	9,217 -672	-7%	-$84.1K	0.75%	19
2024 Q4	$1.24M	Sell	9,889 -365	-4%	-$46.6K	0.62%	27
2024 Q3	$1.27M	Buy	+10,254	New	+$1.22M	0.66%	23
2023 Q3	–	Sell	-5,134	Closed	-$550K	–	91
2023 Q2	$550K	Sell	5,134 -282	-5%	-$28.6K	0.4%	38
2023 Q1	$557K	Buy	5,416 +375	+7%	+$40.1K	0.42%	40
2022 Q4	$508K	Buy	5,041 +304	+6%	+$30.4K	0.37%	45
2022 Q3	$475K	Buy	4,737 +995	+27%	+$99K	0.33%	47
2022 Q2	$359K	Sell	3,742 -244	-6%	-$24.9K	0.23%	59
2022 Q1	$411K	Buy	3,986 +495	+14%	+$53.4K	0.27%	49
2021 Q4	$386K	Buy	+3,491	New	+$380K	0.22%	53

Other funds holding IJJ

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

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Blackston Financial Advisory Group's IJJ Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 15% in Q1 2026, selling an estimated $94.9K and leaving 4,056 shares worth $537K. The position accounts for 0.34% of the portfolio, ranked #44.

Blackston Financial Advisory Group first reported a position in IJJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2024. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Blackston Financial Advisory Group held 4,056 shares of iShares S&P Mid-Cap 400 Value ETF worth $537K as of Q1 2026.
Blackston Financial Advisory Group sold 693 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $94.9K.
iShares S&P Mid-Cap 400 Value ETF made up 0.34% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #44 holding.
Blackston Financial Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 14 quarters since.
Blackston Financial Advisory Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.27M in Q3 2024.
844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.