NWF Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

NWF Advisory Services’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 Q3	$243K	Hold	1,766	–	–	0.02%	351
2026 Q2	$261K	Hold	1,766	–	–	0.02%	336
2026 Q1	$234K	Hold	1,766	–	–	0.03%	335
2025 Q4	$232K	Hold	1,766	–	–	0.03%	332
2025 Q3	$229K	Hold	1,766	–	–	0.03%	351
2025 Q2	$218K	Buy	1,766 +30	+2%	+$3.53K	0.03%	366
2025 Q1	$208K	Hold	1,736	–	–	0.03%	320
2024 Q4	$217K	Hold	1,736	–	–	0.03%	248
2024 Q3	$215K	Sell	1,736 -297	-15%	-$35.3K	0.03%	294
2024 Q2	$231K	Hold	2,033	–	–	0.04%	259
2024 Q1	$240K	Hold	2,033	–	–	0.04%	255
2023 Q4	$232K	Hold	2,033	–	–	0.05%	237
2023 Q3	$205K	Hold	2,033	–	–	0.05%	236
2023 Q2	$218K	Hold	2,033	–	–	0.05%	227
2023 Q1	$218K	Buy	+2,033	New	+$217K	0.05%	226

Other funds holding IJJ

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

NWF Advisory Services's IJJ Position: Q3 2026 in Review

NWF Advisory Services held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 1,766 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #351.

NWF Advisory Services first reported a position in IJJ in Q1 2023 and has held it in 15 quarters since. The position peaked at $261K in Q2 2026. 305 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

NWF Advisory Services held 1,766 shares of iShares S&P Mid-Cap 400 Value ETF worth $243K as of Q3 2026.
NWF Advisory Services left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #351 holding.
NWF Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $261K in Q2 2026.
305 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.