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

Sage Mountain 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	$198K	Hold	1,338	–	–	0.01%	225
2026 Q1	$177K	Hold	1,338	–	–	0.01%	204
2025 Q4	$176K	Hold	1,338	–	–	0.01%	479
2025 Q3	$174K	Hold	1,338	–	–	0.01%	470
2025 Q2	$165K	Sell	1,338 -717	-35%	-$84.4K	0.01%	413
2025 Q1	$246K	Hold	2,055	–	–	0.02%	338
2024 Q4	$257K	Hold	2,055	–	–	0.02%	331
2024 Q3	$254K	Buy	2,055 +717	+54%	+$85.2K	0.02%	326
2024 Q2	$152K	Hold	1,338	–	–	0.01%	351
2024 Q1	$158K	Hold	1,338	–	–	0.02%	330
2023 Q4	$153K	Hold	1,338	–	–	0.02%	274
2023 Q3	$135K	Hold	1,338	–	–	0.02%	273
2023 Q2	$143K	Hold	1,338	–	–	0.02%	262
2023 Q1	$138K	Hold	1,338	–	–	0.02%	248
2022 Q4	$135K	Hold	1,338	–	–	0.03%	180
2022 Q3	$120K	Hold	1,338	–	–	0.03%	228
2022 Q2	$126K	Hold	1,338	–	–	0.02%	489
2022 Q1	$147K	Hold	1,338	–	–	0.02%	503
2021 Q4	$148K	Hold	1,338	–	–	0.02%	558
2021 Q3	$138K	Hold	1,338	–	–	0.02%	472
2021 Q2	$141K	Hold	1,338	–	–	0.02%	425
2021 Q1	$136K	Hold	1,338	–	–	0.03%	342
2020 Q4	$115K	Buy	+1,338	New	+$105K	0.04%	213

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

Sage Mountain Advisors's IJJ Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,338 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #225.

Sage Mountain Advisors first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $257K in Q4 2024. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sage Mountain Advisors held 1,338 shares of iShares S&P Mid-Cap 400 Value ETF worth $198K as of Q2 2026.
Sage Mountain Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #225 holding.
Sage Mountain Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $257K in Q4 2024.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.