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Financial Solutions Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Financial Solutions 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 		$264K Hold
1,810
– – 0.03% 160
2026
Q1 		$240K Buy
+1,810
New +$248K 0.03% 160

Other funds holding IJJ

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CC
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
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Financial Solutions Advisory Group's IJJ Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,810 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #160.

Financial Solutions Advisory Group first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Financial Solutions Advisory Group held 1,810 shares of iShares S&P Mid-Cap 400 Value ETF worth $264K as of Q2 2026.
  • Financial Solutions 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 0.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #160 holding.
  • Financial Solutions Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.