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

Oxford 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	$60.4K	Sell	409 -275	-40%	-$38.9K	﹤0.01%	264
2026 Q1	$90.6K	Hold	684	–	–	﹤0.01%	266
2025 Q4	$90K	Buy	684 +275	+67%	+$35.8K	﹤0.01%	251
2025 Q3	$53.1K	Hold	409	–	–	﹤0.01%	244
2025 Q2	$50.5K	Hold	409	–	–	﹤0.01%	231
2025 Q1	$49K	Hold	409	–	–	﹤0.01%	234
2024 Q4	$51.1K	Sell	409 -295	-42%	-$37.7K	﹤0.01%	271
2024 Q3	$87K	Buy	704 +409	+139%	+$48.6K	0.01%	256
2024 Q2	$33.5K	Hold	295	–	–	﹤0.01%	288
2024 Q1	$34.9K	Hold	295	–	–	﹤0.01%	251
2023 Q4	$33.6K	Hold	295	–	–	﹤0.01%	270
2023 Q3	$29.8K	Sell	295 -30	-9%	-$3.21K	﹤0.01%	248
2023 Q2	$34.8K	Hold	325	–	–	﹤0.01%	263
2023 Q1	$33.4K	Hold	325	–	–	﹤0.01%	228
2022 Q4	$32.8K	Buy	325 +11	+4%	+$1.1K	﹤0.01%	227
2022 Q3	$28K	Hold	314	–	–	﹤0.01%	209
2022 Q2	$30K	Hold	314	–	–	﹤0.01%	229
2022 Q1	$34K	Buy	314 +19	+6%	+$2.05K	﹤0.01%	227
2021 Q4	$33K	Buy	+295	New	+$32.1K	﹤0.01%	241

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

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

Oxford Financial Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 40% in Q2 2026, selling an estimated $38.9K and leaving 409 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Oxford Financial Group first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $90.6K in Q1 2026. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Oxford Financial Group held 409 shares of iShares S&P Mid-Cap 400 Value ETF worth $60.4K as of Q2 2026.
Oxford Financial Group sold 275 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $38.9K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #264 holding.
Oxford Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
Oxford Financial Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $90.6K in Q1 2026.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.