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Signature Estate & Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Signature Estate & Investment 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 		$425K Buy
2,877
+75
+3% +$10.6K 0.01% 466
2026
Q1 		$371K Sell
2,802
-33,470
-92% -$4.58M 0.01% 486
2025
Q4 		$4.77M Sell
36,272
-724
-2% -$94.2K 0.1% 103
2025
Q3 		$4.8M Buy
36,996
+644
+2% +$82.5K 0.1% 94
2025
Q2 		$4.49M Sell
36,352
-8,070
-18% -$949K 0.1% 93
2025
Q1 		$5.32M Buy
44,422
+14,547
+49% +$1.82M 0.14% 77
2024
Q4 		$3.73M Buy
29,875
+15,899
+114% +$2.03M 0.09% 88
2024
Q3 		$1.73M Sell
13,976
-18,795
-57% -$2.23M 0.04% 147
2024
Q2 		$3.72M Sell
32,771
-6,485
-17% -$740K 0.09% 88
2024
Q1 		$4.64M Sell
39,256
-141
-0.4% -$15.9K 0.13% 53
2023
Q4 		$4.49M Sell
39,397
-1,447
-4% -$149K 0.13% 58
2023
Q3 		$4.12M Buy
40,844
+84
+0.2% +$8.98K 0.14% 55
2023
Q2 		$4.37M Buy
40,760
+1,161
+3% +$118K 0.14% 55
2023
Q1 		$4.07M Buy
39,599
+3,256
+9% +$348K 0.14% 56
2022
Q4 		$3.66M Buy
36,343
+2,889
+9% +$288K 0.13% 63
2022
Q3 		$3.01M Buy
33,454
+2,689
+9% +$268K 0.14% 57
2022
Q2 		$2.9M Buy
30,765
+1,290
+4% +$132K 0.15% 55
2022
Q1 		$3.23M Buy
29,475
+229
+0.8% +$24.7K 0.15% 54
2021
Q4 		$3.24M Buy
29,246
+1,615
+6% +$176K 0.15% 55
2021
Q3 		$2.85M Buy
27,631
+1,725
+7% +$181K 0.14% 54
2021
Q2 		$2.73M Sell
25,906
-1,215
-4% -$130K 0.12% 57
2021
Q1 		$2.77M Sell
27,121
-2,124
-7% -$203K 0.13% 59
2020
Q4 		$2.52M Sell
29,245
-251
-0.9% -$19.7K 0.14% 61
2020
Q3 		$1.99M Buy
29,496
+2,540
+9% +$175K 0.12% 64
2020
Q2 		$1.79M Sell
26,956
-3,716
-12% -$233K 0.13% 63
2020
Q1 		$1.68M Buy
30,672
+6,826
+29% +$513K 0.13% 65
2019
Q4 		$2.04M Buy
23,846
+1,642
+7% +$135K 0.12% 72
2019
Q3 		$1.77M Buy
22,204
+712
+3% +$56K 0.12% 70
2019
Q2 		$1.71M Buy
21,492
+108
+0.5% +$8.57K 0.11% 74
2019
Q1 		$1.68M Sell
21,384
-480
-2% -$37.2K 0.11% 75
2018
Q4 		$1.51M Buy
21,864
+2,660
+14% +$203K 0.13% 72
2018
Q3 		$1.61M Buy
19,204
+1,316
+7% +$110K 0.14% 66
2018
Q2 		$1.45M Buy
17,888
+284
+2% +$22.7K 0.14% 68
2018
Q1 		$1.36M Buy
17,604
+588
+3% +$46.6K 0.14% 72
2017
Q4 		$1.36M Buy
17,016
+200
+1% +$15.6K 0.14% 76
2017
Q3 		$1.28M Buy
+16,816
New +$1.25M 0.14% 73

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Signature Estate & Investment Advisors's IJJ Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.7% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,877 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #466.

Signature Estate & Investment Advisors first reported a position in IJJ in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.32M in Q1 2025. 629 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,877 shares of iShares S&P Mid-Cap 400 Value ETF worth $425K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 75 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $10.6K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #466 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 36 quarters since.
  • Signature Estate & Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.32M in Q1 2025.
  • 629 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.