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

Forvis Mazars 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	$204K	Buy	+1,383	New	+$196K	﹤0.01%	427
2025 Q4	–	Sell	-1,916	Closed	-$248K	–	413
2025 Q3	$248K	Sell	1,916 -59	-3%	-$7.55K	﹤0.01%	374
2025 Q2	$244K	Buy	1,975 +1	+0.1%	+$118	0.01%	375
2025 Q1	$236K	Sell	1,974 -71	-3%	-$8.89K	0.01%	368
2024 Q4	$256K	Buy	2,045 +1	+0%	+$128	0.01%	391
2024 Q3	$253K	Sell	2,044 -206	-9%	-$24.5K	0.01%	404
2024 Q2	$255K	Buy	2,250 +142	+7%	+$16.2K	0.01%	372
2024 Q1	$249K	Sell	2,108 -140	-6%	-$15.8K	0.01%	367
2023 Q4	$256K	Buy	2,248 +18	+0.8%	+$1.85K	0.01%	347
2023 Q3	$225K	Sell	2,230 -47	-2%	-$5.02K	0.01%	361
2023 Q2	$244K	Sell	2,277 -165	-7%	-$16.8K	0.01%	378
2023 Q1	$251K	Buy	2,442 +1	+0%	+$107	0.01%	363
2022 Q4	$246K	Sell	2,441 -9	-0.4%	-$899	0.01%	356
2022 Q3	$220K	Sell	2,450 -92	-4%	-$9.16K	0.01%	364
2022 Q2	$240K	Buy	2,542 +1	+0%	+$102	0.01%	349
2022 Q1	$279K	Sell	2,541 -289	-10%	-$31.2K	0.01%	251
2021 Q4	$313K	Buy	2,830 +291	+11%	+$31.7K	0.01%	225
2021 Q3	$262K	Sell	2,539 -154	-6%	-$16.2K	0.01%	233
2021 Q2	$284K	Buy	2,693 +1	+0%	+$107	0.01%	226
2021 Q1	$274K	Sell	2,692 -109	-4%	-$10.4K	0.01%	237
2020 Q4	$242K	Buy	+2,801	New	+$220K	0.01%	325
2020 Q3	–	Sell	-3,088	Closed	-$205K	–	326
2020 Q2	$205K	Buy	+3,088	New	+$194K	0.01%	301
2020 Q1	–	Sell	-3,292	Closed	-$281K	–	295
2019 Q4	$281K	Sell	3,292 -10	-0.3%	-$822	0.02%	244
2019 Q3	$264K	Buy	3,302 +2	+0.1%	+$157	0.02%	232
2019 Q2	$263K	Buy	+3,300	New	+$262K	0.02%	229
2016 Q1	–	Sell	-6,790	Closed	-$398K	–	194
2015 Q4	$398K	Sell	6,790 -2,268	-25%	-$137K	0.06%	125
2015 Q3	$522K	Sell	9,058 -870	-9%	-$53.3K	0.09%	99
2015 Q2	$640K	Sell	9,928 -234	-2%	-$15.5K	0.1%	92
2015 Q1	$665K	Buy	10,162 +2,722	+37%	+$175K	0.1%	92
2014 Q4	$476K	Buy	+7,440	New	+$461K	0.08%	98

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

Forvis Mazars Wealth Advisors's IJJ Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,383 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in IJJ as recently as Q3 2025.

Forvis Mazars Wealth Advisors first reported a position in IJJ in Q4 2014 and has held it in 30 quarters since. The position peaked at $665K in Q1 2015. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Forvis Mazars Wealth Advisors held 1,383 shares of iShares S&P Mid-Cap 400 Value ETF worth $204K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #427 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 30 quarters since.
Forvis Mazars Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $665K in Q1 2015.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.