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

Stratos 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	$1.12M	Sell	7,571 -6,921	-48%	-$979K	0.06%	262
2026 Q1	$1.92M	Sell	14,492 -513	-3%	-$70.3K	0.12%	180
2025 Q4	$1.97M	Sell	15,005 -821	-5%	-$107K	0.1%	214
2025 Q3	$2.05M	Buy	15,826 +487	+3%	+$62.4K	0.1%	211
2025 Q2	$1.9M	Sell	15,339 -244	-2%	-$28.7K	0.1%	215
2025 Q1	$1.87M	Buy	15,583 +35	+0.2%	+$4.38K	0.1%	199
2024 Q4	$1.94M	Sell	15,548 -10,485	-40%	-$1.34M	0.09%	223
2024 Q3	$3.22M	Buy	26,033 +7,589	+41%	+$902K	0.15%	154
2024 Q2	$2.09M	Buy	18,444 +12,643	+218%	+$1.44M	0.1%	202
2024 Q1	$686K	Buy	5,801 +4,001	+222%	+$450K	0.04%	398
2023 Q4	$205K	Buy	+1,800	New	+$185K	0.01%	642
2023 Q3	–	Sell	-1,996	Closed	-$214K	–	692
2023 Q2	$214K	Buy	+1,996	New	+$203K	0.02%	589
2021 Q3	–	Sell	-4,070	Closed	-$429K	–	532
2021 Q2	$429K	Hold	4,070	–	–	0.04%	376
2021 Q1	$415K	Buy	+4,070	New	+$389K	0.04%	344
2020 Q2	–	Sell	-400	Closed	-$22K	–	306
2020 Q1	$22K	Buy	+400	New	+$30.1K	0.02%	213

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

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

Stratos Wealth Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 48% in Q2 2026, selling an estimated $979K and leaving 7,571 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #262.

Stratos Wealth Advisors first reported a position in IJJ in Q1 2020 and has held it in 15 quarters since. The position peaked at $3.22M in Q3 2024. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Stratos Wealth Advisors held 7,571 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.12M as of Q2 2026.
Stratos Wealth Advisors sold 6,921 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $979K.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Stratos Wealth Advisors's portfolio in Q2 2026, its #262 holding.
Stratos Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and has held it in 15 quarters since.
Stratos Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.22M in Q3 2024.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.