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

IFG 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 Q2	$592K	Hold	4,008	–	–	0.08%	94
2026 Q1	$531K	Buy	4,008 +1	+0%	+$137	0.09%	91
2025 Q4	$527K	Buy	4,007 +1	+0%	+$130	0.09%	88
2025 Q3	$520K	Buy	4,006 +1	+0%	+$128	0.08%	89
2025 Q2	$495K	Hold	4,005	–	–	0.08%	91
2025 Q1	$480K	Hold	4,005	–	–	0.09%	84
2024 Q4	$500K	Hold	4,005	–	–	0.1%	84
2024 Q3	$495K	Hold	4,005	–	–	0.11%	75
2024 Q2	$454K	Hold	4,005	–	–	0.11%	80
2024 Q1	$474K	Hold	4,005	–	–	0.12%	75
2023 Q4	$457K	Hold	4,005	–	–	0.13%	73
2023 Q3	$404K	Hold	4,005	–	–	0.14%	74
2023 Q2	$429K	Hold	4,005	–	–	0.15%	72
2023 Q1	$412K	Hold	4,005	–	–	0.16%	73
2022 Q4	$404K	Hold	4,005	–	–	0.18%	71
2022 Q3	$360K	Buy	+4,005	New	+$399K	0.18%	72

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

IFG Advisors's IJJ Position: Q2 2026 in Review

IFG Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,008 shares worth $592K. The position accounts for 0.08% of the portfolio, ranked #94.

IFG Advisors first reported a position in IJJ in Q3 2022 and has held it in 16 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

IFG Advisors held 4,008 shares of iShares S&P Mid-Cap 400 Value ETF worth $592K as of Q2 2026.
IFG Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.08% of IFG Advisors's portfolio in Q2 2026, its #94 holding.
IFG Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 16 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.