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 Q2	$120K	Hold	811	–	–	0.04%	320
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 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

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

Medallion Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 811 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #320.

Medallion Wealth Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Medallion Wealth Advisors held 811 shares of iShares S&P Mid-Cap 400 Value ETF worth $120K as of Q2 2026.
Medallion Wealth Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #320 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 7 quarters since.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.