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Nations Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Nations Financial Group’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 		$11.8M Sell
80,133
-550
-0.7% -$77.8K 0.57% 32
2026
Q1 		$10.7M Sell
80,683
-1,337
-2% -$183K 0.55% 34
2025
Q4 		$10.8M Buy
82,020
+2,390
+3% +$311K 0.57% 32
2025
Q3 		$10.3M Buy
79,630
+580
+0.7% +$74.3K 0.64% 28
2025
Q2 		$9.77M Sell
79,050
-465
-0.6% -$54.7K 0.67% 26
2025
Q1 		$9.52M Sell
79,515
-3,723
-4% -$466K 0.73% 26
2024
Q4 		$10.4M Sell
83,238
-98
-0.1% -$12.5K 0.76% 21
2024
Q3 		$10.3M Buy
83,336
+2,628
+3% +$312K 0.75% 24
2024
Q2 		$9.16M Sell
80,708
-841
-1% -$95.9K 0.75% 24
2024
Q1 		$9.65M Sell
81,549
-2,311
-3% -$260K 0.81% 21
2023
Q4 		$9.56M Sell
83,860
-7,001
-8% -$720K 0.89% 20
2023
Q3 		$9.17M Buy
90,861
+2,963
+3% +$317K 0.92% 17
2023
Q2 		$9.42M Sell
87,898
-704
-0.8% -$71.5K 0.93% 17
2023
Q1 		$9.11M Sell
88,602
-397
-0.4% -$42.4K 0.96% 15
2022
Q4 		$8.97M Sell
88,999
-911
-1% -$91K 1.01% 14
2022
Q3 		$8.09M Buy
89,910
+609
+0.7% +$60.6K 1.17% 14
2022
Q2 		$8.43M Buy
89,301
+5,720
+7% +$583K 1.13% 14
2022
Q1 		$9.16M Sell
83,581
-8,562
-9% -$924K 1.1% 14
2021
Q4 		$10.2M Buy
92,143
+10,274
+13% +$1.12M 1.34% 13
2021
Q3 		$8.44M Buy
81,869
+14,375
+21% +$1.51M 1.28% 15
2021
Q2 		$7.11M Buy
67,494
+47,613
+239% +$5.09M 1.19% 15
2021
Q1 		$2.03M Sell
19,881
-1,180
-6% -$113K 0.46% 43
2020
Q4 		$1.82M Buy
21,061
+335
+2% +$26.3K 0.48% 45
2020
Q3 		$1.4M Buy
20,726
+30
+0.1% +$2.07K 0.43% 52
2020
Q2 		$1.38M Buy
20,696
+322
+2% +$20.2K 0.49% 49
2020
Q1 		$1.12M Buy
20,374
+8,354
+70% +$628K 0.48% 55
2019
Q4 		$1.03M Buy
12,020
+88
+0.7% +$7.23K 0.35% 84
2019
Q3 		$967K Buy
11,932
+1,514
+15% +$119K 0.35% 82
2019
Q2 		$831K Sell
10,418
-196
-2% -$15.5K 0.55% 45
2019
Q1 		$833K Buy
10,614
+188
+2% +$14.6K 0.57% 46
2018
Q4 		$721K Buy
10,426
+2,862
+38% +$219K 0.58% 48
2018
Q3 		$633K Buy
7,564
+1,250
+20% +$104K 0.45% 67
2018
Q2 		$512K Buy
6,314
+114
+2% +$9.12K 0.43% 70
2018
Q1 		$479K Buy
6,200
+16
+0.3% +$1.27K 0.44% 67
2017
Q4 		$495K Buy
6,184
+18
+0.3% +$1.41K 0.45% 68
2017
Q3 		$471K Buy
6,166
+14
+0.2% +$1.04K 0.46% 68
2017
Q2 		$457K Buy
6,152
+2,166
+54% +$160K 0.38% 80
2017
Q1 		$296K Sell
3,986
-328
-8% -$24.3K 0.29% 104
2016
Q4 		$313K Sell
4,314
-2,134
-33% -$148K 0.34% 91
2016
Q3 		$429K Buy
6,448
+478
+8% +$31.6K 0.42% 72
2016
Q2 		$382K Buy
5,970
+612
+11% +$38.5K 0.4% 78
2016
Q1 		$332K Buy
5,358
+88
+2% +$4.99K 0.38% 85
2015
Q4 		$309K Buy
+5,270
New +$319K 0.4% 81

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EK
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
CC
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Nations Financial Group's IJJ Position: Q2 2026 in Review

Nations Financial Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.68% in Q2 2026, selling an estimated $77.8K and leaving 80,133 shares worth $11.8M. The position accounts for 0.57% of the portfolio, ranked #32.

Nations Financial Group first reported a position in IJJ in Q4 2015 and has held it in 43 quarters since. 293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Nations Financial Group held 80,133 shares of iShares S&P Mid-Cap 400 Value ETF worth $11.8M as of Q2 2026.
  • Nations Financial Group sold 550 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $77.8K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.57% of Nations Financial Group's portfolio in Q2 2026, its #32 holding.
  • Nations Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.