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

Independence Financial 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 		$9.95M Buy
72,279
+5,956
+9% +$873K 2.5% 15
2026
Q2 		$9.8M Buy
+66,323
New +$9.38M 2.54% 15

Other funds holding IJJ

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AB
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
PP
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
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Independence Financial Advisors's IJJ Position: Q3 2026 in Review

Independence Financial Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 9% in Q3 2026, buying an estimated $873K and bringing the position to 72,279 shares worth $9.95M. The position accounts for 2.5% of the portfolio, ranked #15.

Independence Financial Advisors first reported a position in IJJ in Q2 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Independence Financial Advisors held 72,279 shares of iShares S&P Mid-Cap 400 Value ETF worth $9.95M as of Q3 2026.
  • Independence Financial Advisors bought 5,956 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $873K.
  • iShares S&P Mid-Cap 400 Value ETF made up 2.5% of Independence Financial Advisors's portfolio in Q3 2026, its #15 holding.
  • Independence Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.