Silver Oak Securities’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Silver Oak Securities’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	$591K	Buy	4,001 +181	+5%	+$25.6K	0.04%	424
2026 Q1	$506K	Buy	3,820 +114	+3%	+$15.6K	0.04%	436
2025 Q4	$492K	Buy	3,706 +8	+0.2%	+$1.04K	0.03%	464
2025 Q3	$480K	Buy	+3,698	New	+$474K	0.04%	437
2023 Q1	–	Sell	-16,894	Closed	-$1.7M	–	403
2022 Q4	$1.7M	Buy	+16,894	New	+$1.69M	0.32%	61

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

Silver Oak Securities's IJJ Position: Q2 2026 in Review

Silver Oak Securities increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.7% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,001 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #424.

Silver Oak Securities first reported a position in IJJ in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2022. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Silver Oak Securities held 4,001 shares of iShares S&P Mid-Cap 400 Value ETF worth $591K as of Q2 2026.
Silver Oak Securities bought 181 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $25.6K.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #424 holding.
Silver Oak Securities first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 5 quarters since.
Silver Oak Securities's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.7M in Q4 2022.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.