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

Fortis Capital 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	$228K	Hold	1,540	–	–	0.03%	375
2026 Q1	$204K	Buy	+1,540	New	+$211K	0.03%	356
2023 Q2	–	Sell	-145	Closed	-$14.9K	–	356
2023 Q1	$14.9K	Hold	145	–	–	0.01%	426
2022 Q4	$14.6K	Buy	+145	New	+$14.5K	0.01%	445

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

Fortis Capital Advisors's IJJ Position: Q2 2026 in Review

Fortis Capital Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,540 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #375.

Fortis Capital Advisors first reported a position in IJJ in Q4 2022 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Fortis Capital Advisors held 1,540 shares of iShares S&P Mid-Cap 400 Value ETF worth $228K as of Q2 2026.
Fortis Capital Advisors 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 Fortis Capital Advisors's portfolio in Q2 2026, its #375 holding.
Fortis Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 4 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.