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

Investmark Advisory Group’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	$255K	Buy	1,729 +5	+0.3%	+$707	0.1%	126
2026 Q1	$228K	Buy	1,724 +5	+0.3%	+$685	0.1%	125
2025 Q4	$226K	Sell	1,719 -2	-0.1%	-$260	0.1%	127
2025 Q3	$223K	Buy	1,721 +6	+0.3%	+$768	0.1%	127
2025 Q2	$212K	Buy	+1,715	New	+$202K	0.1%	124
2022 Q1	–	Sell	-390	Closed	-$43K	–	224
2021 Q4	$43K	Buy	+390	New	+$42.4K	0.04%	171

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

Investmark Advisory Group's IJJ Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.29% in Q2 2026, buying an estimated $707 and bringing the position to 1,729 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #126.

Investmark Advisory Group first reported a position in IJJ in Q4 2021 and has held it in 6 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Investmark Advisory Group held 1,729 shares of iShares S&P Mid-Cap 400 Value ETF worth $255K as of Q2 2026.
Investmark Advisory Group bought 5 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $707.
iShares S&P Mid-Cap 400 Value ETF made up 0.1% of Investmark Advisory Group's portfolio in Q2 2026, its #126 holding.
Investmark Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 6 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.