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

Goldstein 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	$505K	Hold	3,420	–	–	0.05%	130
2026 Q1	$453K	Hold	3,420	–	–	0.05%	111
2025 Q4	$450K	Hold	3,420	–	–	0.05%	107
2025 Q3	$444K	Hold	3,420	–	–	0.05%	106
2025 Q2	$423K	Hold	3,420	–	–	0.06%	104
2025 Q1	$409K	Hold	3,420	–	–	0.06%	106
2024 Q4	$427K	Hold	3,420	–	–	0.06%	102
2024 Q3	$423K	Hold	3,420	–	–	0.06%	97
2024 Q2	$388K	Hold	3,420	–	–	0.06%	97
2024 Q1	$405K	Hold	3,420	–	–	0.07%	93
2023 Q4	$390K	Hold	3,420	–	–	0.07%	120
2023 Q3	$345K	Hold	3,420	–	–	0.07%	97
2023 Q2	$366K	Buy	3,420 +25	+0.7%	+$2.54K	0.08%	93
2023 Q1	$349K	Buy	3,395 +1,008	+42%	+$108K	0.08%	97
2022 Q4	$241K	Buy	+2,387	New	+$238K	0.06%	113

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

Goldstein Advisors's IJJ Position: Q2 2026 in Review

Goldstein Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 3,420 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #130.

Goldstein Advisors first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Goldstein Advisors held 3,420 shares of iShares S&P Mid-Cap 400 Value ETF worth $505K as of Q2 2026.
Goldstein 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 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #130 holding.
Goldstein Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.