Elwood & Goetz Wealth Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Elwood & Goetz Wealth 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 Q2	$861K	Hold	5,830	–	–	0.13%	57
2026 Q1	$772K	Sell	5,830 -279	-5%	-$38.2K	0.13%	52
2025 Q4	$804K	Hold	6,109	–	–	0.14%	48
2025 Q3	$792K	Hold	6,109	–	–	0.15%	44
2025 Q2	$755K	Hold	6,109	–	–	0.16%	41
2025 Q1	$731K	Hold	6,109	–	–	0.18%	35
2024 Q4	$763K	Hold	6,109	–	–	0.19%	38
2024 Q3	$755K	Buy	6,109 +31	+0.5%	+$3.69K	0.19%	38
2024 Q2	$690K	Hold	6,078	–	–	0.2%	34
2024 Q1	$719K	Buy	6,078 +20	+0.3%	+$2.25K	0.17%	41
2023 Q4	$691K	Buy	6,058 +74	+1%	+$7.61K	0.15%	40
2023 Q3	$604K	Hold	5,984	–	–	0.14%	41
2023 Q2	$641K	Hold	5,984	–	–	0.15%	39
2023 Q1	$615K	Sell	5,984 -73	-1%	-$7.8K	0.15%	36
2022 Q4	$611K	Sell	6,057 -47	-0.8%	-$4.69K	0.19%	36
2022 Q3	$549K	Hold	6,104	–	–	0.19%	35
2022 Q2	$576K	Hold	6,104	–	–	0.19%	34
2022 Q1	$669K	Hold	6,104	–	–	0.21%	32
2021 Q4	$676K	Buy	6,104 +45	+0.7%	+$4.9K	0.21%	32
2021 Q3	$624K	Hold	6,059	–	–	0.22%	30
2021 Q2	$638K	Sell	6,059 -325	-5%	-$34.7K	0.24%	27
2021 Q1	$651K	Hold	6,384	–	–	0.27%	25
2020 Q4	$551K	Hold	6,384	–	–	0.25%	27
2020 Q3	$430K	Hold	6,384	–	–	0.23%	27
2020 Q2	$424K	Buy	+6,384	New	+$400K	0.26%	23

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

Elwood & Goetz Wealth Advisory Group's IJJ Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 5,830 shares worth $861K. The position accounts for 0.13% of the portfolio, ranked #57.

Elwood & Goetz Wealth Advisory Group first reported a position in IJJ in Q2 2020 and has held it in 25 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 5,830 shares of iShares S&P Mid-Cap 400 Value ETF worth $861K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group 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 0.13% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #57 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 25 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.