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 Q3	–	Sell	-54,925	Closed	-$8.11M	–	97
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

MFA Wealth Advisors's IJJ Position: Q3 2026 in Review

MFA Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026, closing a stake of 54,925 shares — an estimated $8.11M sold.

MFA Wealth Advisors first reported a position in IJJ in Q1 2025 and held it in 6 quarters. The position peaked at $8.11M in Q2 2026. 579 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

MFA Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2026 after selling out during the quarter.
MFA Wealth Advisors sold 54,925 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $8.11M.
MFA Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 6 quarters.
MFA Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $8.11M in Q2 2026.
579 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.