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

IFG 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 Q1	–	Sell	-5,471	Closed	-$720K	–	602
2025 Q4	$720K	Sell	5,471 -38	-0.7%	-$4.95K	0.03%	428
2025 Q3	$715K	Buy	5,509 +1,006	+22%	+$129K	0.03%	428
2025 Q2	$557K	Buy	4,503 +5	+0.1%	+$588	0.03%	449
2025 Q1	$538K	Buy	4,498 +37	+0.8%	+$4.63K	0.03%	426
2024 Q4	$557K	Buy	+4,461	New	+$570K	0.03%	397
2024 Q3	–	Sell	-4,455	Closed	-$506K	–	494
2024 Q2	$506K	Buy	+4,455	New	+$508K	0.03%	398
2024 Q1	–	Sell	-4,445	Closed	-$507K	–	466
2023 Q4	$507K	Buy	4,445 +13	+0.3%	+$1.34K	0.04%	364
2023 Q3	$447K	Buy	+4,432	New	+$474K	0.04%	366
2023 Q2	–	Sell	-4,355	Closed	-$448K	–	402
2023 Q1	$448K	Sell	4,355 -38	-0.9%	-$4.06K	0.04%	339
2022 Q4	$442K	Sell	4,393 -3,998	-48%	-$399K	0.04%	331
2022 Q3	$755K	Buy	8,391 +4,014	+92%	+$400K	0.07%	253
2022 Q2	$413K	Sell	4,377 -219	-5%	-$22.3K	0.04%	317
2022 Q1	$504K	Sell	4,596 -4,371	-49%	-$472K	0.05%	307
2021 Q4	$992K	Sell	8,967 -6,956	-44%	-$757K	0.1%	204
2021 Q3	$1.64M	Sell	15,923 -2,880	-15%	-$303K	0.18%	151
2021 Q2	$1.98M	Sell	18,803 -1,491	-7%	-$159K	0.22%	117
2021 Q1	$2.07M	Sell	20,294 -390	-2%	-$37.2K	0.26%	96
2020 Q4	$1.78M	Sell	20,684 -98	-0.5%	-$7.69K	0.25%	101
2020 Q3	$1.4M	Sell	20,782 -940	-4%	-$64.9K	0.23%	110
2020 Q2	$1.44M	Sell	21,722 -8,796	-29%	-$552K	0.26%	94
2020 Q1	$1.67M	Sell	30,518 -4,936	-14%	-$371K	0.37%	68
2019 Q4	$3.03M	Buy	35,454 +936	+3%	+$76.9K	0.55%	38
2019 Q3	$2.76M	Buy	+34,518	New	+$2.72M	0.54%	41

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 $18.1B AUM 24.63% 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

IFG Advisory's IJJ Position: Q1 2026 in Review

IFG Advisory sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 5,471 shares — an estimated $720K sold.

IFG Advisory first reported a position in IJJ in Q3 2019 and held it in 23 quarters. The position peaked at $3.03M in Q4 2019. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

IFG Advisory reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 5,471 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $720K.
IFG Advisory first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2019 and held it in 23 quarters.
IFG Advisory's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.03M in Q4 2019.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.