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

Midland 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	$41.1M	Sell	278,506 -8,167	-3%	-$1.16M	1.93%	16
2026 Q1	$38M	Sell	286,673 -21,034	-7%	-$2.88M	1.96%	17
2025 Q4	$40.5M	Sell	307,707 -28,022	-8%	-$3.65M	2.11%	15
2025 Q3	$43.6M	Sell	335,729 -263,489	-44%	-$33.7M	2.33%	14
2025 Q2	$74.1M	Buy	599,218 +13,041	+2%	+$1.53M	4.09%	10
2025 Q1	$70.2M	Buy	586,177 +7,405	+1%	+$927K	4.13%	10
2024 Q4	$72.3M	Sell	578,772 -5,881	-1%	-$751K	4.35%	10
2024 Q3	$72.3M	Buy	584,653 +10,486	+2%	+$1.25M	4.24%	10
2024 Q2	$65.1M	Sell	574,167 -2,968	-0.5%	-$339K	3.86%	10
2024 Q1	$68.3M	Buy	577,135 +13,451	+2%	+$1.51M	4.2%	10
2023 Q4	$64.3M	Buy	+563,684	New	+$58M	4.4%	9

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

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

Midland Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.8% in Q2 2026, selling an estimated $1.16M and leaving 278,506 shares worth $41.1M. The position accounts for 1.93% of the portfolio, ranked #16.

Midland Wealth Advisors first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $74.1M in Q2 2025. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Midland Wealth Advisors held 278,506 shares of iShares S&P Mid-Cap 400 Value ETF worth $41.1M as of Q2 2026.
Midland Wealth Advisors sold 8,167 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.16M.
iShares S&P Mid-Cap 400 Value ETF made up 1.93% of Midland Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Midland Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $74.1M in Q2 2025.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.