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

Physician Wealth 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	$173K	Buy	1,174 +3	+0.3%	+$424	0.02%	231
2026 Q1	$155K	Hold	1,171	–	–	0.02%	227
2025 Q4	$154K	Hold	1,171	–	–	0.02%	228
2025 Q3	$152K	Hold	1,171	–	–	0.02%	225
2025 Q2	$145K	Hold	1,171	–	–	0.02%	229
2025 Q1	$140K	Hold	1,171	–	–	0.02%	220
2024 Q4	$146K	Buy	+1,171	New	+$149K	0.02%	210

Other funds holding IJJ

Courier Capital Buffalo, New York $2B AUM 24.36% 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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Physician Wealth Advisors's IJJ Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.26% in Q2 2026, buying an estimated $424 and bringing the position to 1,174 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #231.

Physician Wealth Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Physician Wealth Advisors held 1,174 shares of iShares S&P Mid-Cap 400 Value ETF worth $173K as of Q2 2026.
Physician Wealth Advisors bought 3 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $424.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #231 holding.
Physician Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
177 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.