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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$683K Buy
4,623
+25
+0.5% +$3.54K 0.02% 308
2026
Q1
$609K Sell
4,598
-1
-0% -$137 0.02% 318
2025
Q4
$605K Sell
4,599
-314
-6% -$40.9K 0.02% 329
2025
Q3
$637K Hold
4,913
0.02% 336
2025
Q2
$626K Hold
4,913
0.02% 327
2025
Q1
$588K Sell
4,913
-2
-0% -$250 0.03% 313
2024
Q4
$614K Buy
+4,915
New +$627K 0.03% 307
2024
Q2
Sell
-2,786
Closed -$586K 619
2024
Q1
$586K Buy
2,786
+386
+16% +$43.5K 0.03% 293
2023
Q4
$271K Buy
+2,400
New +$247K 0.01% 542

Other funds holding IJJ

SageView Advisory Group's IJJ Position: Q2 2026 in Review

SageView Advisory Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.54% in Q2 2026, buying an estimated $3.54K and bringing the position to 4,623 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #308.

SageView Advisory Group first reported a position in IJJ in Q4 2023 and has held it in 9 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • SageView Advisory Group held 4,623 shares of iShares S&P Mid-Cap 400 Value ETF worth $683K as of Q2 2026.
  • SageView Advisory Group bought 25 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.54K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #308 holding.
  • SageView Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 9 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.