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

Guidance Point 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 		$2.99M Sell
20,202
-29
-0.1% -$4.1K 0.63% 27
2026
Q1 		$2.68M Buy
20,231
+67
+0.3% +$9.18K 0.64% 27
2025
Q4 		$2.65M Buy
20,164
+164
+0.8% +$21.3K 0.62% 27
2025
Q3 		$2.6M Sell
20,000
-45
-0.2% -$5.76K 0.63% 27
2025
Q2 		$2.48M Buy
20,045
+22
+0.1% +$2.59K 0.64% 27
2025
Q1 		$2.4M Buy
20,023
+179
+0.9% +$22.4K 0.68% 27
2024
Q4 		$2.48M Buy
19,844
+63
+0.3% +$8.04K 0.7% 26
2024
Q3 		$2.45M Buy
19,781
+83
+0.4% +$9.87K 0.71% 27
2024
Q2 		$2.24M Buy
19,698
+69
+0.4% +$7.87K 0.7% 26
2024
Q1 		$2.32M Buy
19,629
+41
+0.2% +$4.62K 0.76% 26
2023
Q4 		$2.24M Buy
19,588
+181
+0.9% +$18.6K 0.83% 26
2023
Q3 		$1.96M Hold
19,407
– – 0.8% 27
2023
Q2 		$2.08M Buy
19,407
+53
+0.3% +$5.38K 0.8% 27
2023
Q1 		$1.99M Buy
19,354
+86
+0.4% +$9.19K 0.8% 27
2022
Q4 		$1.94M Buy
19,268
+1,983
+11% +$198K 0.82% 26
2022
Q3 		$1.55M Buy
17,285
+117
+0.7% +$11.6K 0.71% 32
2022
Q2 		$1.62M Buy
17,168
+186
+1% +$19K 0.7% 33
2022
Q1 		$1.86M Buy
16,982
+142
+0.8% +$15.3K 0.71% 26
2021
Q4 		$1.86M Sell
16,840
-248
-1% -$27K 0.68% 27
2021
Q3 		$1.76M Buy
17,088
+12
+0.1% +$1.26K 0.64% 26
2021
Q2 		$1.8M Buy
17,076
+52
+0.3% +$5.55K 0.7% 27
2021
Q1 		$1.74M Buy
17,024
+575
+3% +$54.9K 0.72% 27
2020
Q4 		$1.42M Buy
16,449
+85
+0.5% +$6.67K 0.65% 28
2020
Q3 		$1.1M Buy
16,364
+8
+0% +$553 0.61% 33
2020
Q2 		$1.09M Sell
16,356
-8,208
-33% -$515K 0.6% 31
2020
Q1 		$1.35M Buy
24,564
+232
+1% +$17.4K 0.88% 26
2019
Q4 		$2.08M Buy
24,332
+196
+0.8% +$16.1K 1.01% 21
2019
Q3 		$1.93M Buy
24,136
+90
+0.4% +$7.08K 1.06% 23
2019
Q2 		$1.92M Sell
24,046
-164
-0.7% -$13K 1.08% 21
2019
Q1 		$1.9M Buy
24,210
+406
+2% +$31.4K 1.12% 20
2018
Q4 		$1.65M Buy
+23,804
New +$1.82M 1.07% 21

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guidance Point Advisors's IJJ Position: Q2 2026 in Review

Guidance Point Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.14% in Q2 2026, selling an estimated $4.1K and leaving 20,202 shares worth $2.99M. The position accounts for 0.63% of the portfolio, ranked #27.

Guidance Point Advisors first reported a position in IJJ in Q4 2018 and has held it in 31 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Guidance Point Advisors held 20,202 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.99M as of Q2 2026.
  • Guidance Point Advisors sold 29 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.1K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.63% of Guidance Point Advisors's portfolio in Q2 2026, its #27 holding.
  • Guidance Point Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.