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 Q2	$9.8M	Buy	+66,323	New	+$9.38M	2.54%	15

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

Independence Financial Advisors's IJJ Position: Q2 2026 in Review

Independence Financial Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 66,323 shares worth $9.8M. The stake represents 2.54% of the portfolio and ranks #15 among its holdings.

875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Independence Financial Advisors held 66,323 shares of iShares S&P Mid-Cap 400 Value ETF worth $9.8M as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Independence Financial Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 2.54% of Independence Financial Advisors's portfolio in Q2 2026, its #15 holding.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.