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

Fiduciary Alliance’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	$716K	Buy	4,848 +6	+0.1%	+$849	0.05%	315
2026 Q1	$670K	Buy	4,842 +73	+2%	+$10K	0.04%	324
2025 Q4	$628K	Buy	4,769 +135	+3%	+$17.6K	0.04%	306
2025 Q3	$601K	Buy	4,634 +7	+0.2%	+$896	0.04%	312
2025 Q2	$572K	Buy	4,627 +196	+4%	+$23.1K	0.04%	309
2025 Q1	$530K	Buy	4,431 +7	+0.2%	+$876	0.05%	247
2024 Q4	$553K	Buy	4,424 +9	+0.2%	+$1.15K	0.06%	224
2024 Q3	$546K	Buy	4,415 +10	+0.2%	+$1.19K	0.07%	147
2024 Q2	$498K	Buy	4,405 +7	+0.2%	+$798	0.08%	129
2024 Q1	$516K	Buy	4,398 +6	+0.1%	+$676	0.09%	121
2023 Q4	$501K	Sell	4,392 -540	-11%	-$55.5K	0.1%	112
2023 Q3	$498K	Buy	4,932 +43	+0.9%	+$4.6K	0.12%	104
2023 Q2	$524K	Buy	4,889 +615	+14%	+$62.5K	0.11%	100
2023 Q1	$439K	Buy	4,274 +8	+0.2%	+$855	0.11%	100
2022 Q4	$430K	Buy	+4,266	New	+$426K	0.11%	93

Other funds holding IJJ

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Fiduciary Alliance's IJJ Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.12% in Q2 2026, buying an estimated $849 and bringing the position to 4,848 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #315.

Fiduciary Alliance first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 161 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Fiduciary Alliance held 4,848 shares of iShares S&P Mid-Cap 400 Value ETF worth $716K as of Q2 2026.
Fiduciary Alliance bought 6 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $849.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #315 holding.
Fiduciary Alliance first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
161 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.