Sowell Financial Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sowell Financial Services’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	$2.4M	Buy	16,257 +987	+6%	+$140K	0.08%	273
2026 Q1	$2.02M	Sell	15,270 -65	-0.4%	-$8.9K	0.07%	282
2025 Q4	$2.02M	Buy	15,335 +2,108	+16%	+$274K	0.07%	274
2025 Q3	$1.72M	Buy	13,227 +1,402	+12%	+$180K	0.07%	317
2025 Q2	$1.46M	Buy	11,825 +1,350	+13%	+$159K	0.06%	329
2025 Q1	$1.25M	Buy	+10,475	New	+$1.31M	0.06%	329
2023 Q2	–	Sell	-18,007	Closed	-$1.85M	–	676
2023 Q1	$1.85M	Buy	+18,007	New	+$1.92M	0.14%	170
2021 Q3	–	Sell	-16,458	Closed	-$1.73M	–	516
2021 Q2	$1.73M	Sell	16,458 -3,272	-17%	-$349K	0.11%	204
2021 Q1	$2.15M	Buy	19,730 +18,707	+1,829%	+$1.79M	0.07%	228
2020 Q4	$88K	Sell	1,023 -649	-39%	-$50.9K	﹤0.01%	1201
2020 Q3	$113K	Hold	1,672	–	–	0.01%	933
2020 Q2	$111K	Sell	1,672 -876	-34%	-$54.9K	0.01%	931
2020 Q1	$140K	Sell	2,548 -744	-23%	-$55.9K	0.01%	754
2019 Q4	$281K	Buy	3,292 +668	+25%	+$54.9K	0.02%	606
2019 Q3	$210K	Buy	+2,624	New	+$207K	0.02%	627
2018 Q1	–	Sell	-2,840	Closed	-$231K	–	287
2017 Q4	$231K	Buy	+2,840	New	+$222K	0.06%	228
2017 Q1	–	Sell	-5,070	Closed	-$383K	–	407
2016 Q4	$383K	Buy	+5,070	New	+$351K	0.13%	139

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

Sowell Financial Services's IJJ Position: Q2 2026 in Review

Sowell Financial Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.5% in Q2 2026, buying an estimated $140K and bringing the position to 16,257 shares worth $2.4M. The position accounts for 0.08% of the portfolio, ranked #273.

Sowell Financial Services first reported a position in IJJ in Q4 2016 and has held it in 17 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sowell Financial Services held 16,257 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.4M as of Q2 2026.
Sowell Financial Services bought 987 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $140K.
iShares S&P Mid-Cap 400 Value ETF made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #273 holding.
Sowell Financial Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 17 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.