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

MFA 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	$8.11M	Sell	54,925 -1,846	-3%	-$261K	1.38%	22
2026 Q1	$7.52M	Buy	56,771 +7,228	+15%	+$990K	1.48%	21
2025 Q4	$6.52M	Buy	49,543 +2,644	+6%	+$344K	1.38%	22
2025 Q3	$6.08M	Buy	46,899 +3,934	+9%	+$504K	1.33%	22
2025 Q2	$5.31M	Buy	42,965 +35,064	+444%	+$4.13M	1.25%	24
2025 Q1	$946K	Buy	+7,901	New	+$989K	0.23%	47

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

MFA Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.3% in Q2 2026, selling an estimated $261K and leaving 54,925 shares worth $8.11M. The position accounts for 1.38% of the portfolio, ranked #22.

MFA Wealth Advisors first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

MFA Wealth Advisors held 54,925 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.11M as of Q2 2026.
MFA Wealth Advisors sold 1,846 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $261K.
iShares S&P Mid-Cap 400 Value ETF made up 1.38% of MFA Wealth Advisors's portfolio in Q2 2026, its #22 holding.
MFA Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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