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

EverSource Wealth 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	$374K	Sell	2,532 -698	-22%	-$98.8K	0.01%	697
2026 Q1	$428K	Buy	3,230 +4	+0.1%	+$548	0.01%	667
2025 Q4	$424K	Sell	3,226 -2	-0.1%	-$260	0.02%	595
2025 Q3	$419K	Sell	3,228 -114	-3%	-$14.6K	0.02%	571
2025 Q2	$413K	Buy	3,342 +1,436	+75%	+$169K	0.02%	526
2025 Q1	$228K	Sell	1,906 -206	-10%	-$25.8K	0.01%	606
2024 Q4	$264K	Sell	2,112 -18	-0.8%	-$2.3K	0.01%	544
2024 Q3	$263K	Sell	2,130 -556	-21%	-$66.1K	0.02%	483
2024 Q2	$329K	Buy	2,686 +18	+0.7%	+$2.05K	0.02%	419
2024 Q1	$296K	Buy	2,668 +1,441	+117%	+$162K	0.02%	378
2023 Q4	$140K	Hold	1,227	–	–	0.01%	526
2023 Q3	$124K	Buy	1,227 +672	+121%	+$71.8K	0.01%	502
2023 Q2	$59.5K	Hold	555	–	–	0.01%	767
2023 Q1	$57K	Sell	555 -581	-51%	-$62.1K	0.01%	742
2022 Q4	$115K	Buy	1,136 +581	+105%	+$58K	0.02%	463
2022 Q3	$50K	Buy	+555	New	+$55.2K	0.01%	636

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

EverSource Wealth Advisors's IJJ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 22% in Q2 2026, selling an estimated $98.8K and leaving 2,532 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #697.

EverSource Wealth Advisors first reported a position in IJJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $428K in Q1 2026. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

EverSource Wealth Advisors held 2,532 shares of iShares S&P Mid-Cap 400 Value ETF worth $374K as of Q2 2026.
EverSource Wealth Advisors sold 698 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $98.8K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #697 holding.
EverSource Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $428K in Q1 2026.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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