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HBK Sorce Advisory’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

HBK Sorce Advisory’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 		– Sell
-1,647
Closed -$233K – 689
2026
Q1 		$233K Buy
1,647
+97
+6% +$13.3K ﹤0.01% 563
2025
Q4 		$223K Hold
1,550
– – 0.01% 558
2025
Q3 		$201K Buy
+1,550
New +$198K 0.01% 582
2023
Q1 		– Sell
-3,100
Closed -$312K – 723
2022
Q4 		$312K Buy
+3,100
New +$310K 0.01% 549
2021
Q4 		– Sell
-2,534
Closed -$261K – 612
2021
Q3 		$261K Hold
2,534
– – 0.01% 475
2021
Q2 		$267K Buy
+2,534
New +$271K 0.01% 476
2020
Q4 		– Sell
-4,138
Closed -$279K – 504
2020
Q3 		$279K Buy
4,138
+166
+4% +$11.5K 0.02% 364
2020
Q2 		$264K Sell
3,972
-12,724
-76% -$798K 0.02% 357
2020
Q1 		$916K Sell
16,696
-3,228
-16% -$243K 0.09% 145
2019
Q4 		$1.7M Buy
19,924
+68
+0.3% +$5.59K 0.15% 115
2019
Q3 		$1.59M Sell
19,856
-430
-2% -$33.8K 0.15% 110
2019
Q2 		$1.62M Sell
20,286
-1,856
-8% -$147K 0.16% 111
2019
Q1 		$1.74M Buy
22,142
+66
+0.3% +$5.11K 0.17% 107
2018
Q4 		$1.53M Buy
22,076
+498
+2% +$38.1K 0.17% 108
2018
Q3 		$1.8M Buy
21,578
+674
+3% +$56.3K 0.2% 85
2018
Q2 		$1.69M Buy
20,904
+844
+4% +$67.5K 0.2% 86
2018
Q1 		$1.55M Sell
20,060
-396
-2% -$31.4K 0.19% 85
2017
Q4 		$1.64M Buy
20,456
+66
+0.3% +$5.15K 0.19% 92
2017
Q3 		$1.56M Buy
20,390
+2,182
+12% +$162K 0.24% 69
2017
Q2 		$1.35M Buy
18,208
+1,388
+8% +$103K 0.22% 70
2017
Q1 		$1.25M Buy
+16,820
New +$1.25M 0.21% 75

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

HBK Sorce Advisory's IJJ Position: Q2 2026 in Review

HBK Sorce Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 1,647 shares — an estimated $233K sold.

HBK Sorce Advisory first reported a position in IJJ in Q1 2017 and held it in 21 quarters. The position peaked at $1.8M in Q3 2018. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • HBK Sorce Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,647 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $233K.
  • HBK Sorce Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and held it in 21 quarters.
  • HBK Sorce Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.8M in Q3 2018.
  • 586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.