Holos Integrated Wealth
IJJ icon

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

Holos Integrated Wealth’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 		$151K Buy
1,072
+154
+17% +$22.6K 0.07% 102
2026
Q2 		$134K Hold
918
– – 0.06% 105
2026
Q1 		$123K Hold
918
– – 0.06% 109
2025
Q4 		$122K Hold
918
– – 0.07% 85
2025
Q3 		$115K Hold
918
– – 0.07% 81
2025
Q2 		$114K Hold
918
– – 0.07% 80
2025
Q1 		$110K Hold
918
– – 0.07% 80
2024
Q4 		$115K Buy
+918
New +$117K 0.08% 73

Other funds holding IJJ

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Holos Integrated Wealth's IJJ Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 17% in Q3 2026, buying an estimated $22.6K and bringing the position to 1,072 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #102.

Holos Integrated Wealth first reported a position in IJJ in Q4 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Holos Integrated Wealth held 1,072 shares of iShares S&P Mid-Cap 400 Value ETF worth $151K as of Q3 2026.
  • Holos Integrated Wealth bought 154 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $22.6K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Holos Integrated Wealth's portfolio in Q3 2026, its #102 holding.
  • Holos Integrated Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.