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

Sequoia 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	$4.68M	Hold	31,680	–	–	0.02%	365
2026 Q1	$4.2M	Hold	31,680	–	–	0.02%	361
2025 Q4	$4.17M	Sell	31,680 -12	-0%	-$1.56K	0.02%	363
2025 Q3	$4.11M	Buy	31,692 +45	+0.1%	+$5.76K	0.03%	342
2025 Q2	$3.91M	Sell	31,647 -3,164	-9%	-$372K	0.03%	323
2025 Q1	$4.17M	Sell	34,811 -15,164	-30%	-$1.9M	0.03%	301
2024 Q4	$6.24M	Buy	49,975 +16,195	+48%	+$2.07M	0.06%	230
2024 Q3	$4.18M	Buy	33,780 +16,512	+96%	+$1.96M	0.04%	234
2024 Q2	$1.96M	Buy	17,268 +10,634	+160%	+$1.21M	0.02%	329
2024 Q1	$785K	Sell	6,634 -100	-1%	-$11.3K	0.01%	545
2023 Q4	$768K	Buy	6,734 +1,141	+20%	+$117K	0.01%	609
2023 Q3	$565K	Buy	5,593 +3	+0.1%	+$321	0.01%	486
2023 Q2	$599K	Hold	5,590	–	–	0.01%	467
2023 Q1	$574K	Hold	5,590	–	–	0.01%	427
2022 Q4	$563K	Buy	5,590 +300	+6%	+$30K	0.01%	401
2022 Q3	$476K	Sell	5,290 -252	-5%	-$25.1K	0.02%	299
2022 Q2	$523K	Hold	5,542	–	–	0.01%	316
2022 Q1	$608K	Hold	5,542	–	–	0.02%	320
2021 Q4	$613K	Buy	+5,542	New	+$603K	0.02%	296

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

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

Sequoia Financial Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 31,680 shares worth $4.68M. The position accounts for 0.02% of the portfolio, ranked #365.

Sequoia Financial Advisors first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.24M in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sequoia Financial Advisors held 31,680 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.68M as of Q2 2026.
Sequoia Financial 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 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #365 holding.
Sequoia Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
Sequoia Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $6.24M in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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