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

PFG 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 		– Sell
-3,461
Closed -$459K – 825
2026
Q1 		$459K Sell
3,461
-180
-5% -$24.6K 0.02% 564
2025
Q4 		$479K Sell
3,641
-731
-17% -$95.2K 0.02% 539
2025
Q3 		$567K Buy
+4,372
New +$560K 0.02% 532
2025
Q2 		– Sell
-3,821
Closed -$458K – 684
2025
Q1 		$458K Buy
3,821
+69
+2% +$8.64K 0.03% 497
2024
Q4 		$469K Sell
3,752
-226
-6% -$28.9K 0.03% 476
2024
Q3 		$492K Hold
3,978
– – 0.03% 449
2024
Q2 		$451K Sell
3,978
-92
-2% -$10.5K 0.03% 446
2024
Q1 		$481K Sell
4,070
-9
-0.2% -$1.01K 0.04% 396
2023
Q4 		$465K Sell
4,079
-225
-5% -$23.1K 0.04% 376
2023
Q3 		$434K Buy
4,304
+146
+4% +$15.6K 0.04% 375
2023
Q2 		$445K Sell
4,158
-7
-0.2% -$711 0.03% 419
2023
Q1 		$428K Buy
4,165
+533
+15% +$57K 0.04% 421
2022
Q4 		$366K Sell
3,632
-372
-9% -$37.1K 0.04% 415
2022
Q3 		$360K Buy
+4,004
New +$399K 0.04% 387
2022
Q1 		– Sell
-4,256
Closed -$471K – 464
2021
Q4 		$471K Sell
4,256
-107
-2% -$11.6K 0.05% 367
2021
Q3 		$450K Sell
4,363
-114
-3% -$12K 0.05% 349
2021
Q2 		$472K Buy
4,477
+15
+0.3% +$1.6K 0.05% 326
2021
Q1 		$455K Sell
4,462
-17
-0.4% -$1.62K 0.06% 311
2020
Q4 		$387K Buy
4,479
+23
+0.5% +$1.8K 0.07% 268
2020
Q3 		$321K Sell
4,456
-360
-7% -$24.9K 0.06% 283
2020
Q2 		$315K Sell
4,816
-560
-10% -$35.1K 0.07% 246
2020
Q1 		$310K Sell
5,376
-384
-7% -$28.9K 0.08% 223
2019
Q4 		$487K Hold
5,760
– – 0.12% 190
2019
Q3 		$443K Hold
5,760
– – 0.12% 197
2019
Q2 		$470K Sell
5,760
-40
-0.7% -$3.17K 0.13% 190
2019
Q1 		$477K Sell
5,800
-248
-4% -$19.2K 0.15% 181
2018
Q4 		$478K Buy
+6,048
New +$462K 0.15% 176

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PFG Advisors's IJJ Position: Q2 2026 in Review

PFG Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 3,461 shares — an estimated $459K sold.

PFG Advisors first reported a position in IJJ in Q4 2018 and held it in 27 quarters. The position peaked at $567K in Q3 2025. 355 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • PFG Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 3,461 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $459K.
  • PFG Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 27 quarters.
  • PFG Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $567K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.