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

Heritage 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 Q1	$3.37M	Sell	28,654 -9,094	-24%	-$1.25M	0.13%	44
2025 Q4	$4.24M	Hold	37,748	–	–	0.16%	45
2025 Q3	$4.19M	Hold	37,748	–	–	0.18%	43
2025 Q2	$3.98M	Hold	37,748	–	–	0.19%	44
2025 Q1	$3.76M	Hold	37,748	–	–	0.19%	45
2024 Q4	$4M	Hold	37,748	–	–	0.2%	43
2024 Q3	$4M	Buy	+37,748	New	+$4.49M	0.19%	46
2024 Q2	–	Sell	-37,748	Closed	-$3.9M	–	524
2024 Q1	$3.9M	Hold	37,748	–	–	0.18%	48
2023 Q4	$3.58M	Buy	+37,748	New	+$3.88M	0.18%	48

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Heritage Wealth Advisors's IJJ Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 24% in Q1 2026, selling an estimated $1.25M and leaving 28,654 shares worth $3.37M. The position accounts for 0.13% of the portfolio, ranked #44.

Heritage Wealth Advisors first reported a position in IJJ in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.24M in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Heritage Wealth Advisors held 28,654 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.37M as of Q1 2026.
Heritage Wealth Advisors sold 9,094 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.25M.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Heritage Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Heritage Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 9 quarters since.
Heritage Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.24M in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.