Focus Partners Advisor Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Focus Partners Advisor Solutions’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	$1.76M	Buy	11,938 +5,833	+96%	+$825K	0.02%	393
2026 Q1	$809K	Buy	6,105 +783	+15%	+$107K	0.01%	624
2025 Q4	$700K	Sell	5,322 -109	-2%	-$14.2K	0.01%	602
2025 Q3	$704K	Sell	5,431 -464	-8%	-$59.4K	0.01%	642
2025 Q2	$729K	Sell	5,895 -78	-1%	-$9.18K	0.01%	543
2025 Q1	$715K	Sell	5,973 -10	-0.2%	-$1.25K	0.01%	477
2024 Q4	$748K	Buy	5,983 +996	+20%	+$127K	0.01%	387
2024 Q3	$617K	Buy	4,987 +1,170	+31%	+$139K	0.01%	398
2024 Q2	$433K	Buy	3,817 +361	+10%	+$41.2K	0.01%	403
2024 Q1	$409K	Buy	+3,456	New	+$389K	0.01%	400

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

Focus Partners Advisor Solutions's IJJ Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 96% in Q2 2026, buying an estimated $825K and bringing the position to 11,938 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #393.

Focus Partners Advisor Solutions first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Focus Partners Advisor Solutions held 11,938 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.76M as of Q2 2026.
Focus Partners Advisor Solutions bought 5,833 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $825K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #393 holding.
Focus Partners Advisor Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.