JFS Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

JFS Wealth 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	$6.92M	Buy	46,850 +306	+0.7%	+$43.3K	0.35%	56
2026 Q1	$6.17M	Sell	46,544 -1,631	-3%	-$223K	0.35%	53
2025 Q4	$6.34M	Sell	48,175 -797	-2%	-$104K	0.36%	54
2025 Q3	$6.35M	Buy	48,972 +5,991	+14%	+$767K	0.37%	50
2025 Q2	$5.31M	Buy	42,981 +893	+2%	+$105K	0.34%	50
2025 Q1	$5.04M	Buy	42,088 +312	+0.7%	+$39.1K	0.34%	49
2024 Q4	$5.22M	Sell	41,776 -969	-2%	-$124K	0.36%	48
2024 Q3	$5.28M	Buy	42,745 +386	+0.9%	+$45.9K	0.35%	48
2024 Q2	$4.81M	Buy	42,359 +1,538	+4%	+$175K	0.38%	45
2024 Q1	$4.83M	Buy	40,821 +10,386	+34%	+$1.17M	0.38%	45
2023 Q4	$3.47M	Buy	30,435 +7,748	+34%	+$797K	0.3%	53
2023 Q3	$2.29M	Buy	22,687 +1,538	+7%	+$164K	0.22%	68
2023 Q2	$2.27M	Buy	21,149 +1,433	+7%	+$146K	0.2%	76
2023 Q1	$2.03M	Buy	19,716 +550	+3%	+$58.8K	0.19%	81
2022 Q4	$1.93M	Sell	19,166 -11,519	-38%	-$1.15M	0.19%	84
2022 Q3	$2.76M	Buy	30,685 +3,523	+13%	+$351K	0.3%	57
2022 Q2	$2.56M	Buy	27,162 +29	+0.1%	+$2.96K	0.27%	61
2022 Q1	$2.98M	Sell	27,133 -976	-3%	-$105K	0.28%	69
2021 Q4	$3.11M	Buy	28,109 +4,576	+19%	+$498K	0.29%	65
2021 Q3	$2.42M	Buy	+23,533	New	+$2.47M	0.25%	76
2016 Q2	–	Sell	-134	Closed	-$8K	–	556
2016 Q1	$8K	Hold	134	–	–	﹤0.01%	417
2015 Q4	$8K	Buy	+134	New	+$8.11K	﹤0.01%	415

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

JFS Wealth Advisors's IJJ Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.66% in Q2 2026, buying an estimated $43.3K and bringing the position to 46,850 shares worth $6.92M. The position accounts for 0.35% of the portfolio, ranked #56.

JFS Wealth Advisors first reported a position in IJJ in Q4 2015 and has held it in 22 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

JFS Wealth Advisors held 46,850 shares of iShares S&P Mid-Cap 400 Value ETF worth $6.92M as of Q2 2026.
JFS Wealth Advisors bought 306 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $43.3K.
iShares S&P Mid-Cap 400 Value ETF made up 0.35% of JFS Wealth Advisors's portfolio in Q2 2026, its #56 holding.
JFS Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 22 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.