Panoramic Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Panoramic Investment Advisors’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	$428K	Hold	2,900	–	–	0.2%	83
2026 Q1	$384K	Buy	2,900 +250	+9%	+$34.2K	0.21%	85
2025 Q4	$349K	Sell	2,650 -250	-9%	-$32.5K	0.19%	87
2025 Q3	$376K	Hold	2,900	–	–	0.21%	77
2025 Q2	$358K	Sell	2,900 -3,035	-51%	-$357K	0.22%	79
2025 Q1	$711K	Hold	5,935	–	–	0.48%	48
2024 Q4	$742K	Hold	5,935	–	–	0.48%	49
2024 Q3	$734K	Buy	+5,935	New	+$706K	0.51%	48
2024 Q1	$779K	Buy	6,585 +1,925	+41%	+$217K	0.57%	44
2023 Q4	$531K	Hold	4,660	–	–	0.46%	53
2023 Q3	$470K	Buy	+4,660	New	+$498K	0.43%	57
2022 Q4	$336K	Buy	+3,335	New	+$333K	0.34%	67

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

Panoramic Investment Advisors's IJJ Position: Q2 2026 in Review

Panoramic Investment Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,900 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #83.

Panoramic Investment Advisors first reported a position in IJJ in Q4 2022 and has held it in 12 quarters since. The position peaked at $779K in Q1 2024. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Panoramic Investment Advisors held 2,900 shares of iShares S&P Mid-Cap 400 Value ETF worth $428K as of Q2 2026.
Panoramic Investment Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.2% of Panoramic Investment Advisors's portfolio in Q2 2026, its #83 holding.
Panoramic Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $779K in Q1 2024.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.