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

SOA Wealth 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 		$1.71M Sell
11,586
-279
-2% -$39.5K 0.29% 61
2026
Q1 		$1.57M Sell
11,865
-25
-0.2% -$3.42K 0.3% 60
2025
Q4 		$1.56M Sell
11,890
-995
-8% -$130K 0.26% 59
2025
Q3 		$1.67M Sell
12,885
-877
-6% -$112K 0.29% 57
2025
Q2 		$1.7M Sell
13,762
-1,965
-12% -$231K 0.32% 56
2025
Q1 		$1.88M Buy
15,727
+27
+0.2% +$3.38K 0.39% 48
2024
Q4 		$1.96M Sell
15,700
-74
-0.5% -$9.45K 0.36% 53
2024
Q3 		$1.95M Sell
15,774
-47
-0.3% -$5.59K 0.37% 52
2024
Q2 		$1.8M Sell
15,821
-234
-1% -$26.7K 0.36% 54
2024
Q1 		$1.9M Sell
16,055
-499
-3% -$56.2K 0.39% 50
2023
Q4 		$1.89M Buy
16,554
+1,336
+9% +$137K 0.42% 48
2023
Q3 		$1.54M Buy
15,218
+7
+0% +$748 0.38% 49
2023
Q2 		$1.63M Sell
15,211
-1,981
-12% -$201K 0.38% 51
2023
Q1 		$1.77M Buy
17,192
+117
+0.7% +$12.5K 0.44% 48
2022
Q4 		$1.72M Buy
17,075
+743
+5% +$74.2K 0.46% 47
2022
Q3 		$1.47M Sell
16,332
-63
-0.4% -$6.27K 0.44% 49
2022
Q2 		$1.55M Buy
16,395
+660
+4% +$67.3K 0.46% 52
2022
Q1 		$1.73M Sell
15,735
-59
-0.4% -$6.37K 0.42% 54
2021
Q4 		$1.75M Buy
15,794
+1,318
+9% +$143K 0.42% 53
2021
Q3 		$1.49M Sell
14,476
-440
-3% -$46.2K 0.38% 55
2021
Q2 		$1.57M Sell
14,916
-755
-5% -$80.6K 0.4% 54
2021
Q1 		$1.6M Buy
15,671
+4
+0% +$382 0.45% 52
2020
Q4 		$1.48M Buy
+15,667
New +$1.23M 0.4% 51

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOA Wealth Advisors's IJJ Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.4% in Q2 2026, selling an estimated $39.5K and leaving 11,586 shares worth $1.71M. The position accounts for 0.29% of the portfolio, ranked #61.

SOA Wealth Advisors first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.96M in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • SOA Wealth Advisors held 11,586 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.71M as of Q2 2026.
  • SOA Wealth Advisors sold 279 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $39.5K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.29% of SOA Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • SOA Wealth 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.
  • SOA Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.96M 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 SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.