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

Milestone Investment 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	$98.8K	Hold	669	–	–	0.02%	108
2026 Q1	$88.6K	Hold	669	–	–	0.02%	106
2025 Q4	$88K	Hold	669	–	–	0.02%	104
2025 Q3	$86.7K	Hold	669	–	–	0.02%	97
2025 Q2	$82.6K	Hold	669	–	–	0.02%	97
2025 Q1	$80.1K	Hold	669	–	–	0.02%	98
2024 Q4	$83.6K	Hold	669	–	–	0.02%	97
2024 Q3	$82.7K	Hold	669	–	–	0.02%	97
2024 Q2	$75.9K	Hold	669	–	–	0.02%	97
2024 Q1	$79.1K	Hold	669	–	–	0.02%	94
2023 Q4	$76.3K	Hold	669	–	–	0.02%	88
2023 Q3	$67.5K	Hold	669	–	–	0.02%	171
2023 Q2	$71.6K	Hold	669	–	–	0.02%	81
2023 Q1	$68.7K	Hold	669	–	–	0.02%	176
2022 Q4	$67.4K	Buy	+669	New	+$66.8K	0.02%	78

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

Milestone Investment Advisors's IJJ Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 669 shares worth $98.8K. The position accounts for 0.02% of the portfolio, ranked #108.

Milestone Investment Advisors first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Milestone Investment Advisors held 669 shares of iShares S&P Mid-Cap 400 Value ETF worth $98.8K as of Q2 2026.
Milestone Investment 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 0.02% of Milestone Investment Advisors's portfolio in Q2 2026, its #108 holding.
Milestone Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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