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

Professional Financial 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	$710K	Buy	4,805 +199	+4%	+$28.2K	0.12%	83
2026 Q1	$610K	Sell	4,606 -16	-0.3%	-$2.19K	0.12%	89
2025 Q4	$608K	Sell	4,622 -31	-0.7%	-$4.04K	0.12%	81
2025 Q3	$604K	Sell	4,653 -231	-5%	-$29.6K	0.13%	81
2025 Q2	$604K	Buy	4,884 +456	+10%	+$53.6K	0.14%	78
2025 Q1	$530K	Sell	4,428 -8	-0.2%	-$1K	0.13%	80
2024 Q4	$554K	Buy	4,436 +155	+4%	+$19.8K	0.14%	81
2024 Q3	$529K	Hold	4,281	–	–	0.14%	77
2024 Q2	$486K	Buy	4,281 +8	+0.2%	+$912	0.13%	75
2024 Q1	$505K	Buy	4,273 +777	+22%	+$87.5K	0.14%	75
2023 Q4	$399K	Hold	3,496	–	–	0.13%	71
2023 Q3	$353K	Buy	3,496 +1,000	+40%	+$107K	0.16%	74
2023 Q2	$267K	Buy	+2,496	New	+$254K	0.14%	66
2023 Q1	–	Sell	-9,983	Closed	-$1.01M	–	70
2022 Q4	$1.01M	Buy	+9,983	New	+$997K	0.68%	28
2022 Q3	–	Sell	-12,573	Closed	-$1.19M	–	492
2022 Q2	$1.19M	Buy	+12,573	New	+$1.28M	0.66%	32

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

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

FCFC

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

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Professional Financial Advisors's IJJ Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 4,805 shares worth $710K. The position accounts for 0.12% of the portfolio, ranked #83.

Professional Financial Advisors first reported a position in IJJ in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q2 2022. 155 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Professional Financial Advisors held 4,805 shares of iShares S&P Mid-Cap 400 Value ETF worth $710K as of Q2 2026.
Professional Financial Advisors bought 199 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $28.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Professional Financial Advisors's portfolio in Q2 2026, its #83 holding.
Professional Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 15 quarters since.
Professional Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.19M in Q2 2022.
155 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.