OneDigital Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Buy |
10,044
+1,195
| +14% | +$164K | 0.01% | 596 |
|
|
2025
Q4 | $1.16M | Sell |
8,849
-282
| -3% | -$36.7K | 0.01% | 622 |
|
|
2025
Q3 | $1.18M | Sell |
9,131
-1,627
| -15% | -$208K | 0.01% | 598 |
|
|
2025
Q2 | $1.33M | Sell |
10,758
-159
| -1% | -$18.7K | 0.01% | 552 |
|
|
2025
Q1 | $1.31M | Sell |
10,917
-144
| -1% | -$18K | 0.02% | 526 |
|
|
2024
Q4 | $1.38M | Sell |
11,061
-908
| -8% | -$116K | 0.02% | 531 |
|
|
2024
Q3 | $1.48M | Sell |
11,969
-252
| -2% | -$30K | 0.02% | 538 |
|
|
2024
Q2 | $1.39M | Buy |
12,221
+865
| +8% | +$98.7K | 0.02% | 519 |
|
|
2024
Q1 | $1.34M | Sell |
11,356
-422
| -4% | -$47.5K | 0.02% | 424 |
|
|
2023
Q4 | $1.34M | Buy |
11,778
+297
| +3% | +$30.5K | 0.02% | 395 |
|
|
2023
Q3 | $1.16M | Buy |
11,481
+585
| +5% | +$62.5K | 0.03% | 388 |
|
|
2023
Q2 | $1.17M | Sell |
10,896
-376
| -3% | -$38.2K | 0.03% | 380 |
|
|
2023
Q1 | $1.16M | Buy |
11,272
+446
| +4% | +$47.7K | 0.03% | 366 |
|
|
2022
Q4 | $1.09M | Buy |
10,826
+977
| +10% | +$97.6K | 0.03% | 337 |
|
|
2022
Q3 | $886K | Buy |
9,849
+3,030
| +44% | +$302K | 0.03% | 320 |
|
|
2022
Q2 | $644K | Sell |
6,819
-1,498
| -18% | -$153K | 0.03% | 357 |
|
|
2022
Q1 | $912K | Buy |
8,317
+72
| +0.9% | +$7.77K | 0.03% | 301 |
|
|
2021
Q4 | $913K | Sell |
8,245
-1,641
| -17% | -$179K | 0.03% | 305 |
|
|
2021
Q3 | $1.02M | Buy |
9,886
+553
| +6% | +$58.1K | 0.04% | 261 |
|
|
2021
Q2 | $983K | Sell |
9,333
-1,036
| -10% | -$111K | 0.04% | 256 |
|
|
2021
Q1 | $1.06M | Buy |
10,369
+1,231
| +13% | +$118K | 0.05% | 231 |
|
|
2020
Q4 | $789K | Buy |
9,138
+24
| +0.3% | +$1.88K | 0.04% | 266 |
|
|
2020
Q3 | $615K | Buy |
9,114
+220
| +2% | +$15.2K | 0.04% | 276 |
|
|
2020
Q2 | $591K | Buy |
8,894
+4,566
| +105% | +$286K | 0.04% | 279 |
|
|
2020
Q1 | $237K | Sell |
4,328
-2,062
| -32% | -$155K | 0.02% | 427 |
|
|
2019
Q4 | $545K | Buy |
6,390
+758
| +13% | +$62.3K | 0.04% | 287 |
|
|
2019
Q3 | $450K | Buy |
5,632
+306
| +6% | +$24.1K | 0.04% | 296 |
|
|
2019
Q2 | $425K | Buy |
5,326
+3,540
| +198% | +$281K | 0.03% | 277 |
|
|
2019
Q1 | $140K | Sell |
1,786
-1,290
| -42% | -$99.9K | 0.02% | 324 |
|
|
2018
Q4 | $213K | Buy |
3,076
+1,856
| +152% | +$142K | 0.04% | 252 |
|
|
2018
Q3 | $102K | Buy |
1,220
+4
| +0.3% | +$334 | 0.02% | 268 |
|
|
2018
Q2 | $98K | Hold |
1,216
| – | – | 0.02% | 342 |
|
|
2018
Q1 | $94K | Sell |
1,216
-244
| -17% | -$19.3K | 0.02% | 358 |
|
|
2017
Q4 | $117K | Buy |
1,460
+8
| +0.6% | +$624 | 0.01% | 312 |
|
|
2017
Q3 | $111K | Sell |
1,452
-798
| -35% | -$59.2K | 0.04% | 214 |
|
|
2017
Q2 | $167K | Buy |
+2,250
| New | +$166K | 0.05% | 222 |
|
Other funds holding IJJ
DADC
CFB
OneDigital Investment Advisors's IJJ Position: Q1 2026 in Review
OneDigital Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 14% in Q1 2026, buying an estimated $164K and bringing the position to 10,044 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #596.
OneDigital Investment Advisors first reported a position in IJJ in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.48M in Q3 2024. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- OneDigital Investment Advisors held 10,044 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.33M as of Q1 2026.
- OneDigital Investment Advisors bought 1,195 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $164K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #596 holding.
- OneDigital Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and has held it in 36 quarters since.
- OneDigital Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.48M in Q3 2024.
- 844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.