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

Vance Wealth’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	$1.86M	Sell	12,576 -1,855	-13%	-$262K	0.42%	47
2026 Q1	$1.91M	Sell	14,431 -2,315	-14%	-$317K	0.55%	40
2025 Q4	$2.2M	Sell	16,746 -1,000	-6%	-$130K	0.65%	40
2025 Q3	$2.3M	Sell	17,746 -872	-5%	-$112K	0.71%	39
2025 Q2	$2.3M	Sell	18,618 -3,978	-18%	-$468K	0.78%	32
2025 Q1	$2.71M	Sell	22,596 -2,009	-8%	-$252K	1.02%	20
2024 Q4	$3.07M	Sell	24,605 -359	-1%	-$45.8K	1.19%	18
2024 Q3	$3.09M	Sell	24,964 -1,492	-6%	-$177K	1.17%	18
2024 Q2	$3M	Sell	26,456 -19	-0.1%	-$2.17K	1.23%	19
2024 Q1	$3.13M	Sell	26,475 -624	-2%	-$70.3K	1.25%	19
2023 Q4	$3.09M	Sell	27,099 -5,770	-18%	-$593K	1.34%	19
2023 Q3	$3.32M	Buy	32,869 +890	+3%	+$95.1K	1.55%	16
2023 Q2	$3.43M	Buy	31,979 +9,369	+41%	+$952K	1.56%	15
2023 Q1	$2.32M	Buy	22,610 +2,827	+14%	+$302K	1.25%	24
2022 Q4	$1.99M	Buy	19,783 +8,561	+76%	+$855K	1.24%	25
2022 Q3	$1.01M	Buy	11,222 +7,267	+184%	+$723K	0.78%	23
2022 Q2	$373K	Buy	+3,955	New	+$403K	0.29%	41

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

Vance Wealth's IJJ Position: Q2 2026 in Review

Vance Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 13% in Q2 2026, selling an estimated $262K and leaving 12,576 shares worth $1.86M. The position accounts for 0.42% of the portfolio, ranked #47.

Vance Wealth first reported a position in IJJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.43M in Q2 2023. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Vance Wealth held 12,576 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.86M as of Q2 2026.
Vance Wealth sold 1,855 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $262K.
iShares S&P Mid-Cap 400 Value ETF made up 0.42% of Vance Wealth's portfolio in Q2 2026, its #47 holding.
Vance Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 17 quarters since.
Vance Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.43M in Q2 2023.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.