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 Q2	$300K	Buy	+2,032	New	+$287K	0.14%	199
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 $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

FSA Advisors's IJJ Position: Q2 2026 in Review

FSA Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 2,032 shares worth $300K. The stake represents 0.14% of the portfolio and ranks #199 among its holdings. This is a return to the name: FSA Advisors previously reported a position in IJJ as recently as Q4 2025.

FSA Advisors first reported a position in IJJ in Q3 2024 and has held it in 5 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

FSA Advisors held 2,032 shares of iShares S&P Mid-Cap 400 Value ETF worth $300K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new FSA Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.14% of FSA Advisors's portfolio in Q2 2026, its #199 holding.
FSA Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 5 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.