JWCA
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J.W. Cole Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

J.W. Cole 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 		$789K Buy
+5,340
New +$755K 0.01% 840
2026
Q1 		– Sell
-5,707
Closed -$454K – 1097
2025
Q4 		$454K Buy
5,707
+44
+0.8% +$5.73K 0.01% 931
2025
Q3 		$735K Buy
5,663
+66
+1% +$8.45K 0.01% 836
2025
Q2 		$692K Buy
5,597
+2,235
+66% +$263K 0.01% 807
2025
Q1 		$403K Sell
3,362
-1,185
-26% -$148K 0.01% 837
2024
Q4 		$568K Buy
4,547
+10
+0.2% +$1.28K 0.02% 569
2024
Q3 		$561K Sell
4,537
-282
-6% -$33.5K 0.02% 561
2024
Q2 		$547K Buy
4,819
+953
+25% +$109K 0.03% 504
2024
Q1 		$457K Buy
3,866
+68
+2% +$7.66K 0.02% 556
2023
Q4 		$433K Buy
3,798
+260
+7% +$26.7K 0.03% 529
2023
Q3 		$357K Sell
3,538
-141
-4% -$15.1K 0.03% 511
2023
Q2 		$394K Sell
3,679
-91
-2% -$9.24K 0.03% 490
2023
Q1 		$387K Buy
3,770
+389
+12% +$41.6K 0.03% 516
2022
Q4 		$341K Sell
3,381
-118
-3% -$11.8K 0.03% 512
2022
Q3 		$315K Buy
3,499
+9
+0.3% +$896 0.03% 521
2022
Q2 		$330K Sell
3,490
-930
-21% -$94.8K 0.03% 521
2022
Q1 		$485K Buy
4,420
+73
+2% +$7.88K 0.03% 464
2021
Q4 		$481K Buy
+4,347
New +$473K 0.03% 477
2021
Q3 		– Sell
-3,455
Closed -$364K – 588
2021
Q2 		$364K Buy
3,455
+1,477
+75% +$158K 0.03% 521
2021
Q1 		$202K Buy
+1,978
New +$189K 0.02% 625
2020
Q4 		– Sell
-4,898
Closed -$330K – 750
2020
Q3 		$330K Buy
+4,898
New +$338K 0.03% 515

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

J.W. Cole Advisors's IJJ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 5,340 shares worth $789K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IJJ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IJJ in Q3 2020 and has held it in 21 quarters since. 379 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • J.W. Cole Advisors held 5,340 shares of iShares S&P Mid-Cap 400 Value ETF worth $789K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #840 holding.
  • J.W. Cole Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2020 and has held it in 21 quarters since.
  • 379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.