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

Sage Financial Group’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	$472K	Sell	3,193 -95	-3%	-$13.4K	0.03%	83
2026 Q1	$436K	Sell	3,288 -41	-1%	-$5.62K	0.03%	83
2025 Q4	$438K	Buy	3,329 +9	+0.3%	+$1.17K	0.03%	81
2025 Q3	$431K	Buy	3,320 +6	+0.2%	+$768	0.03%	76
2025 Q2	$410K	Sell	3,314 -15	-0.5%	-$1.76K	0.03%	76
2025 Q1	$399K	Sell	3,329 -19	-0.6%	-$2.38K	0.03%	82
2024 Q4	$418K	Buy	3,348 +276	+9%	+$35.2K	0.03%	76
2024 Q3	$380K	Sell	3,072 -33	-1%	-$3.92K	0.03%	81
2024 Q2	$352K	Buy	3,105 +2	+0.1%	+$228	0.03%	80
2024 Q1	$367K	Sell	3,103 -7	-0.2%	-$788	0.03%	81
2023 Q4	$355K	Buy	3,110 +13	+0.4%	+$1.34K	0.03%	81
2023 Q3	$313K	Sell	3,097 -118	-4%	-$12.6K	0.03%	80
2023 Q2	$344K	Buy	3,215 +4	+0.1%	+$406	0.04%	77
2023 Q1	$330K	Buy	3,211 +257	+9%	+$27.5K	0.04%	79
2022 Q4	$298K	Buy	2,954 +420	+17%	+$41.9K	0.04%	81
2022 Q3	$228K	Buy	2,534 +77	+3%	+$7.67K	0.03%	83
2022 Q2	$232K	Buy	+2,457	New	+$251K	0.03%	85

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

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 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

Sage Financial Group's IJJ Position: Q2 2026 in Review

Sage Financial Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.9% in Q2 2026, selling an estimated $13.4K and leaving 3,193 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #83.

Sage Financial Group first reported a position in IJJ in Q2 2022 and has held it in 17 quarters since. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sage Financial Group held 3,193 shares of iShares S&P Mid-Cap 400 Value ETF worth $472K as of Q2 2026.
Sage Financial Group sold 95 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $13.4K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #83 holding.
Sage Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 17 quarters since.
209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.