Hantz Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Hantz Financial Services’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	$60K	Buy	404 +3	+0.7%	+$424	﹤0.01%	1593
2026 Q1	$53K	Sell	401 -16	-4%	-$2.19K	﹤0.01%	1532
2025 Q4	$55K	Buy	417 +198	+90%	+$25.8K	﹤0.01%	1397
2025 Q3	$28K	Buy	219 +194	+776%	+$24.8K	﹤0.01%	1444
2025 Q2	$3K	Sell	25 -5	-17%	-$588	﹤0.01%	1892
2025 Q1	$4K	Buy	+30	New	+$3.76K	﹤0.01%	1216
2023 Q1	–	Sell	-250	Closed	-$25K	–	1149
2022 Q4	$25K	Sell	250 -88	-26%	-$8.79K	﹤0.01%	658
2022 Q3	$30K	Hold	338	–	–	﹤0.01%	633
2022 Q2	$32K	Hold	338	–	–	﹤0.01%	627
2022 Q1	$37K	Hold	338	–	–	﹤0.01%	633
2021 Q4	$37K	Hold	338	–	–	﹤0.01%	580
2021 Q3	$35K	Hold	338	–	–	﹤0.01%	576
2021 Q2	$36K	Buy	+338	New	+$36.1K	﹤0.01%	577

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

Hantz Financial Services's IJJ Position: Q2 2026 in Review

Hantz Financial Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.75% in Q2 2026, buying an estimated $424 and bringing the position to 404 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Hantz Financial Services first reported a position in IJJ in Q2 2021 and has held it in 13 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Hantz Financial Services held 404 shares of iShares S&P Mid-Cap 400 Value ETF worth $60K as of Q2 2026.
Hantz Financial Services bought 3 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $424.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1593 holding.
Hantz Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 13 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.