Net Worth Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Net Worth Advisory Group's IJJ Position: Q2 2026 in Review
Net Worth Advisory Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 89% in Q2 2026, selling an estimated $4.28M and leaving 3,866 shares worth $571K. The position accounts for 0.14% of the portfolio, ranked #164.
Net Worth Advisory Group first reported a position in IJJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.52M in Q1 2026. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Net Worth Advisory Group held 3,866 shares of iShares S&P Mid-Cap 400 Value ETF worth $571K as of Q2 2026.
- Net Worth Advisory Group sold 30,279 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.28M.
- iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Net Worth Advisory Group's portfolio in Q2 2026, its #164 holding.
- Net Worth Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
- Net Worth Advisory Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.52M in Q1 2026.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.