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

FSA 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 Q1	–	Sell	-2,032	Closed	-$267K	–	216
2025 Q4	$267K	Hold	2,032	–	–	0.19%	136
2025 Q3	$264K	Buy	+2,032	New	+$260K	0.21%	121
2025 Q2	–	Sell	-2,032	Closed	-$243K	–	188
2025 Q1	$243K	Buy	+2,032	New	+$254K	0.19%	150
2024 Q4	–	Sell	-2,032	Closed	-$251K	–	158
2024 Q3	$251K	Buy	+2,032	New	+$242K	0.25%	116

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

FSA Advisors's IJJ Position: Q1 2026 in Review

FSA Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 2,032 shares — an estimated $267K sold.

FSA Advisors first reported a position in IJJ in Q3 2024 and held it in 4 quarters. The position peaked at $267K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

FSA Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
FSA Advisors sold 2,032 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $267K.
FSA Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 4 quarters.
FSA Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $267K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.