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

Doliver 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 Q3	$494K	Sell	3,589 -5	-0.1%	-$733	0.11%	122
2026 Q2	$531K	Sell	3,594 -18	-0.5%	-$2.55K	0.12%	121
2026 Q1	$479K	Buy	3,612 +10	+0.3%	+$1.37K	0.11%	118
2025 Q4	$474K	Sell	3,602 -119	-3%	-$15.5K	0.12%	117
2025 Q3	$483K	Sell	3,721 -229	-6%	-$29.3K	0.12%	115
2025 Q2	$488K	Sell	3,950 -185	-4%	-$21.8K	0.13%	108
2025 Q1	$495K	Buy	+4,135	New	+$518K	0.14%	102

Other funds holding IJJ

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Doliver Advisors's IJJ Position: Q3 2026 in Review

Doliver Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.14% in Q3 2026, selling an estimated $733 and leaving 3,589 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #122.

Doliver Advisors first reported a position in IJJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $531K in Q2 2026. 45 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Doliver Advisors held 3,589 shares of iShares S&P Mid-Cap 400 Value ETF worth $494K as of Q3 2026.
Doliver Advisors sold 5 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $733.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Doliver Advisors's portfolio in Q3 2026, its #122 holding.
Doliver Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 7 quarters since.
Doliver Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $531K in Q2 2026.
45 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.