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

DHJJ 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	$118K	Hold	798	–	–	0.03%	291
2026 Q1	$106K	Hold	798	–	–	0.04%	281
2025 Q4	$105K	Hold	798	–	–	0.03%	267
2025 Q3	$104K	Hold	798	–	–	0.04%	256
2025 Q2	$98.6K	Hold	798	–	–	0.04%	255
2025 Q1	$95.5K	Hold	798	–	–	0.04%	227
2024 Q4	$99.7K	Hold	798	–	–	0.04%	222
2024 Q3	$98.6K	Hold	798	–	–	0.04%	219
2024 Q2	$90.5K	Hold	798	–	–	0.04%	212
2024 Q1	$94.4K	Hold	798	–	–	0.04%	202
2023 Q4	$91K	Hold	798	–	–	0.04%	205
2023 Q3	$80.5K	Buy	+798	New	+$85.3K	0.04%	204

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 22.9% 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

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

DHJJ Financial Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 798 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #291.

DHJJ Financial Advisors first reported a position in IJJ in Q3 2023 and has held it in 12 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

DHJJ Financial Advisors held 798 shares of iShares S&P Mid-Cap 400 Value ETF worth $118K as of Q2 2026.
DHJJ Financial Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #291 holding.
DHJJ Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 12 quarters since.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.