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

Foundations Investment 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	$216K	Sell	1,464 -134	-8%	-$19K	﹤0.01%	1106
2026 Q1	$212K	Buy	+1,598	New	+$219K	﹤0.01%	1085
2025 Q2	–	Sell	-2,228	Closed	-$267K	–	965
2025 Q1	$267K	Buy	+2,228	New	+$279K	﹤0.01%	747
2022 Q3	–	Sell	-2,225	Closed	-$210K	–	415
2022 Q2	$210K	Buy	+2,225	New	+$227K	0.01%	361
2019 Q1	–	Sell	-6,698	Closed	-$525K	–	108
2018 Q4	$525K	Buy	+6,698	New	+$512K	0.11%	59

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

Foundations Investment Advisors's IJJ Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.4% in Q2 2026, selling an estimated $19K and leaving 1,464 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Foundations Investment Advisors first reported a position in IJJ in Q4 2018 and has held it in 5 quarters since. The position peaked at $525K in Q4 2018. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Foundations Investment Advisors held 1,464 shares of iShares S&P Mid-Cap 400 Value ETF worth $216K as of Q2 2026.
Foundations Investment Advisors sold 134 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $19K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1106 holding.
Foundations Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 5 quarters since.
Foundations Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $525K in Q4 2018.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.