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

Milestones Private 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	$208K	Buy	+1,406	New	+$199K	0.17%	75
2026 Q1	–	Sell	-2,531	Closed	-$333K	–	92
2025 Q4	$333K	Hold	2,531	–	–	0.23%	91
2025 Q3	$328K	Hold	2,531	–	–	0.22%	93
2025 Q2	$313K	Buy	+2,531	New	+$298K	0.23%	89

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

Milestones Private Investment Advisors's IJJ Position: Q2 2026 in Review

Milestones Private Investment Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,406 shares worth $208K. The stake represents 0.17% of the portfolio and ranks #75 among its holdings. This is a return to the name: Milestones Private Investment Advisors previously reported a position in IJJ as recently as Q4 2025.

Milestones Private Investment Advisors first reported a position in IJJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Milestones Private Investment Advisors held 1,406 shares of iShares S&P Mid-Cap 400 Value ETF worth $208K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Milestones Private Investment Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.17% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #75 holding.
Milestones Private Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 4 quarters since.
Milestones Private Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $333K in Q4 2025.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.