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

Pure 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	$1.98M	Sell	13,434 -390	-3%	-$55.2K	0.03%	185
2026 Q1	$1.83M	Sell	13,824 -31	-0.2%	-$4.25K	0.03%	173
2025 Q4	$1.82M	Sell	13,855 -54	-0.4%	-$7.03K	0.03%	170
2025 Q3	$1.8M	Sell	13,909 -147	-1%	-$18.8K	0.03%	164
2025 Q2	$1.74M	Buy	14,056 +1,556	+12%	+$183K	0.03%	164
2025 Q1	$1.5M	Buy	12,500 +58	+0.5%	+$7.26K	0.03%	141
2024 Q4	$1.55M	Sell	12,442 -393	-3%	-$50.2K	0.04%	135
2024 Q3	$1.59M	Sell	12,835 -188	-1%	-$22.4K	0.04%	126
2024 Q2	$1.48M	Sell	13,023 -162	-1%	-$18.5K	0.04%	126
2024 Q1	$1.56M	Sell	13,185 -265	-2%	-$29.8K	0.05%	123
2023 Q4	$1.53M	Sell	13,450 -301	-2%	-$31K	0.05%	120
2023 Q3	$1.39M	Sell	13,751 -8,522	-38%	-$911K	0.06%	109
2023 Q2	$2.39M	Sell	22,273 -699	-3%	-$71K	0.1%	90
2023 Q1	$2.36M	Sell	22,972 -823	-3%	-$87.9K	0.11%	85
2022 Q4	$2.4M	Sell	23,795 -680	-3%	-$67.9K	0.12%	79
2022 Q3	$2.2M	Sell	24,475 -3,550	-13%	-$353K	0.13%	80
2022 Q2	$2.65M	Buy	28,025 +5,116	+22%	+$522K	0.16%	77
2022 Q1	$2.51M	Sell	22,909 -42	-0.2%	-$4.53K	0.11%	78
2021 Q4	$2.54M	Sell	22,951 -452	-2%	-$49.2K	0.13%	72
2021 Q3	$2.41M	Sell	23,403 -152	-0.6%	-$16K	0.19%	66
2021 Q2	$2.48M	Sell	23,555 -1,474	-6%	-$157K	0.2%	64
2021 Q1	$2.55M	Sell	25,029 -5,078	-17%	-$485K	0.25%	58
2020 Q4	$2.6M	Sell	30,107 -4,395	-13%	-$345K	0.31%	54
2020 Q3	$2.33M	Sell	34,502 -1,370	-4%	-$94.6K	0.34%	51
2020 Q2	$2.38M	Sell	35,872 -7,824	-18%	-$491K	0.37%	45
2020 Q1	$2.4M	Sell	43,696 -26,244	-38%	-$1.97M	0.4%	44
2019 Q4	$5.97M	Buy	69,940 +3,322	+5%	+$273K	1.02%	29
2019 Q3	$5.33M	Buy	66,618 +3,350	+5%	+$264K	0.96%	29
2019 Q2	$5.04M	Buy	63,268 +8,254	+15%	+$655K	0.9%	30
2019 Q1	$4.32M	Buy	55,014 +588	+1%	+$45.5K	0.81%	32
2018 Q4	$3.77M	Buy	54,426 +6,918	+15%	+$529K	0.76%	33
2018 Q3	$3.98M	Buy	+47,508	New	+$3.97M	0.87%	32
2017 Q4	–	Sell	-36,718	Closed	-$2.8M	–	43
2017 Q3	$2.8M	Buy	36,718 +3,310	+10%	+$245K	0.72%	25
2017 Q2	$2.48M	Buy	33,408 +2,364	+8%	+$175K	0.67%	29
2017 Q1	$2.3M	Buy	31,044 +4,602	+17%	+$341K	0.67%	29
2016 Q4	$1.92M	Buy	26,442 +3,740	+16%	+$259K	0.58%	29
2016 Q3	$1.51M	Buy	22,702 +6,382	+39%	+$422K	0.49%	30
2016 Q2	$1.04M	Buy	16,320 +4,166	+34%	+$262K	0.36%	32
2016 Q1	$755K	Sell	12,154 -404	-3%	-$22.9K	0.27%	37
2015 Q4	$736K	Buy	12,558 +7,266	+137%	+$440K	0.32%	33
2015 Q3	$305K	Buy	+5,292	New	+$324K	0.14%	49

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

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

Pure Financial Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.8% in Q2 2026, selling an estimated $55.2K and leaving 13,434 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #185.

Pure Financial Advisors first reported a position in IJJ in Q3 2015 and has held it in 41 quarters since. The position peaked at $5.97M in Q4 2019. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Pure Financial Advisors held 13,434 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.98M as of Q2 2026.
Pure Financial Advisors sold 390 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $55.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #185 holding.
Pure Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2015 and has held it in 41 quarters since.
Pure Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.97M in Q4 2019.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.