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

Heartwood Wealth 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 Q3	$364K	Hold	2,645	–	–	0.03%	163
2026 Q2	$391K	Sell	2,645 -287	-10%	-$40.6K	0.03%	162
2026 Q1	$388K	Buy	2,932 +4	+0.1%	+$548	0.03%	148
2025 Q4	$385K	Hold	2,928	–	–	0.04%	136
2025 Q3	$380K	Hold	2,928	–	–	0.04%	138
2025 Q2	$362K	Sell	2,928 -248	-8%	-$29.2K	0.04%	130
2025 Q1	$380K	Sell	3,176 -4	-0.1%	-$501	0.04%	116
2024 Q4	$397K	Hold	3,180	–	–	0.04%	105
2024 Q3	$393K	Hold	3,180	–	–	0.04%	108
2024 Q2	$361K	Hold	3,180	–	–	0.04%	117
2024 Q1	$376K	Sell	3,180 -14	-0.4%	-$1.58K	0.05%	103
2023 Q4	$364K	Hold	3,194	–	–	0.05%	100
2023 Q3	$322K	Hold	3,194	–	–	0.05%	99
2023 Q2	$342K	Hold	3,194	–	–	0.05%	101
2023 Q1	$328K	Hold	3,194	–	–	0.05%	95
2022 Q4	$322K	Buy	+3,194	New	+$319K	0.05%	102

Other funds holding IJJ

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Heartwood Wealth Advisors's IJJ Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 2,645 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #163.

Heartwood Wealth Advisors first reported a position in IJJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $397K in Q4 2024. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Heartwood Wealth Advisors held 2,645 shares of iShares S&P Mid-Cap 400 Value ETF worth $364K as of Q3 2026.
Heartwood Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #163 holding.
Heartwood Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 16 quarters since.
Heartwood Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $397K in Q4 2024.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.