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

Soltis 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 		$4.75M Buy
32,125
+1,658
+5% +$235K 0.26% 99
2026
Q1 		$4.04M Buy
30,467
+1,698
+6% +$233K 0.25% 101
2025
Q4 		$3.79M Buy
28,769
+3,504
+14% +$456K 0.25% 95
2025
Q3 		$3.28M Buy
25,265
+1,520
+6% +$195K 0.23% 107
2025
Q2 		$2.93M Buy
23,745
+1,799
+8% +$212K 0.23% 104
2025
Q1 		$2.63M Buy
21,946
+761
+4% +$95.3K 0.23% 105
2024
Q4 		$2.65M Sell
21,185
-9,893
-32% -$1.26M 0.25% 104
2024
Q3 		$3.84M Buy
31,078
+1,285
+4% +$153K 0.38% 79
2024
Q2 		$3.38M Buy
29,793
+1,906
+7% +$217K 0.36% 82
2024
Q1 		$3.3M Buy
27,887
+1,025
+4% +$115K 0.37% 89
2023
Q4 		$3.06M Sell
26,862
-1,627
-6% -$167K 0.35% 87
2023
Q3 		$2.88M Buy
28,489
+364
+1% +$38.9K 0.37% 85
2023
Q2 		$3.01M Buy
28,125
+463
+2% +$47K 0.35% 82
2023
Q1 		$2.84M Sell
27,662
-544
-2% -$58.1K 0.36% 83
2022
Q4 		$2.84M Sell
28,206
-11,842
-30% -$1.18M 0.37% 76
2022
Q3 		$3.6M Buy
40,048
+98
+0.2% +$9.76K 0.54% 48
2022
Q2 		$3.77M Sell
39,950
-10,581
-21% -$1.08M 0.55% 42
2022
Q1 		$5.54M Buy
50,531
+2,080
+4% +$224K 0.77% 26
2021
Q4 		$5.36M Sell
48,451
-15,360
-24% -$1.67M 0.76% 27
2021
Q3 		$6.58M Buy
63,811
+6,030
+10% +$634K 1.02% 19
2021
Q2 		$6.09M Buy
57,781
+11,940
+26% +$1.28M 0.96% 20
2021
Q1 		$4.67M Buy
45,841
+38,495
+524% +$3.67M 0.85% 25
2020
Q4 		$634K Buy
7,346
+1,434
+24% +$112K 0.12% 124
2020
Q3 		$399K Sell
5,912
-84
-1% -$5.8K 0.09% 139
2020
Q2 		$399K Buy
+5,996
New +$376K 0.1% 133

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

Soltis Investment Advisors's IJJ Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.4% in Q2 2026, buying an estimated $235K and bringing the position to 32,125 shares worth $4.75M. The position accounts for 0.26% of the portfolio, ranked #99.

Soltis Investment Advisors first reported a position in IJJ in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.58M in Q3 2021. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Soltis Investment Advisors held 32,125 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.75M as of Q2 2026.
  • Soltis Investment Advisors bought 1,658 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $235K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.26% of Soltis Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Soltis Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Soltis Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $6.58M in Q3 2021.
  • 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.