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

Medallion 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
Q1 		$107K Hold
811
– – 0.04% 340
2025
Q4 		$107K Hold
811
– – 0.04% 349
2025
Q3 		$105K Hold
811
– – 0.04% 346
2025
Q2 		$102K Buy
811
+229
+39% +$26.9K 0.04% 342
2025
Q1 		$69.9K Hold
582
– – 0.03% 367
2024
Q4 		$72.7K Buy
+582
New +$74.3K 0.04% 348

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Medallion Wealth Advisors's IJJ Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 811 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #340.

Medallion Wealth Advisors first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Medallion Wealth Advisors held 811 shares of iShares S&P Mid-Cap 400 Value ETF worth $107K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #340 holding.
  • Medallion Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.