Sound Income Strategies’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sound Income Strategies’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	$237K	Sell	1,604 -125	-7%	-$17.7K	0.01%	431
2026 Q1	$230K	Sell	1,729 -334	-16%	-$45.7K	0.01%	382
2025 Q4	$286K	Buy	2,063 +42	+2%	+$5.47K	0.01%	334
2025 Q3	$261K	Sell	2,021 -603	-23%	-$77.2K	0.01%	257
2025 Q2	$324K	Sell	2,624 -1,260	-32%	-$148K	0.02%	221
2025 Q1	$465K	Buy	+3,884	New	+$486K	0.03%	190
2024 Q4	–	Sell	-79	Closed	-$10.1K	–	1439
2024 Q3	$9.82K	Sell	79 -24,871	-100%	-$2.96M	﹤0.01%	801
2024 Q2	$2.83M	Buy	24,950 +5,527	+28%	+$630K	0.18%	100
2024 Q1	$2.3M	Buy	+19,423	New	+$2.19M	0.17%	95
2021 Q2	–	Sell	-104	Closed	-$10.6K	–	953
2021 Q1	$10.6K	Hold	104	–	–	﹤0.01%	474
2020 Q4	$9K	Hold	104	–	–	﹤0.01%	473
2020 Q3	$7K	Buy	104 +2	+2%	+$138	﹤0.01%	484
2020 Q2	$7K	Hold	102	–	–	﹤0.01%	456
2020 Q1	$6K	Hold	102	–	–	﹤0.01%	423
2019 Q4	$9K	Buy	102 +2	+2%	+$164	﹤0.01%	350
2019 Q3	$8K	Sell	100 -198	-66%	-$15.6K	﹤0.01%	347
2019 Q2	$24K	Buy	298 +198	+198%	+$15.7K	0.01%	201
2019 Q1	$8K	Buy	+100	New	+$7.74K	﹤0.01%	367

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's IJJ Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.2% in Q2 2026, selling an estimated $17.7K and leaving 1,604 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #431.

Sound Income Strategies first reported a position in IJJ in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.83M in Q2 2024. 762 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sound Income Strategies held 1,604 shares of iShares S&P Mid-Cap 400 Value ETF worth $237K as of Q2 2026.
Sound Income Strategies sold 125 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $17.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #431 holding.
Sound Income Strategies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and has held it in 18 quarters since.
Sound Income Strategies's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.83M in Q2 2024.
762 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.