Independent Advisor Alliance’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Independent Advisor Alliance’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	$244K	Sell	1,652 -16,226	-91%	-$2.3M	0.01%	903
2026 Q1	$2.37M	Buy	17,878 +16,226	+982%	+$2.22M	0.03%	508
2025 Q4	$217K	Hold	1,652	–	–	0.01%	911
2025 Q3	$214K	Hold	1,652	–	–	0.01%	869
2025 Q2	$204K	Buy	+1,652	New	+$194K	0.01%	839
2025 Q1	–	Sell	-11,980	Closed	-$1.5M	–	1080
2024 Q4	$1.5M	Buy	+11,980	New	+$1.53M	0.02%	603
2024 Q3	–	Sell	-3,290	Closed	-$373K	–	731
2024 Q2	$373K	Hold	3,290	–	–	0.01%	522
2024 Q1	$389K	Hold	3,290	–	–	0.01%	511
2023 Q4	$375K	Hold	3,290	–	–	0.01%	494
2023 Q3	$332K	Hold	3,290	–	–	0.02%	495
2023 Q2	$352K	Buy	3,290 +869	+36%	+$88.3K	0.02%	499
2023 Q1	$249K	Buy	+2,421	New	+$259K	0.01%	558
2020 Q1	–	Sell	-31,110	Closed	-$2.66M	–	617
2019 Q4	$2.66M	Buy	+31,110	New	+$2.56M	0.12%	193

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 22.9% 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

Independent Advisor Alliance's IJJ Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 91% in Q2 2026, selling an estimated $2.3M and leaving 1,652 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #903.

Independent Advisor Alliance first reported a position in IJJ in Q4 2019 and has held it in 13 quarters since. The position peaked at $2.66M in Q4 2019. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Independent Advisor Alliance held 1,652 shares of iShares S&P Mid-Cap 400 Value ETF worth $244K as of Q2 2026.
Independent Advisor Alliance sold 16,226 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $2.3M.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #903 holding.
Independent Advisor Alliance first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 13 quarters since.
Independent Advisor Alliance's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.66M in Q4 2019.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.