VisionPoint Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

VisionPoint Advisory Group’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 Q3	$820K	Buy	+5,955	New	+$873K	0.13%	174

Other funds holding IJJ

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

VisionPoint Advisory Group's IJJ Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026: 5,955 shares worth $820K. The stake represents 0.13% of the portfolio and ranks #174 among its holdings.

229 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

VisionPoint Advisory Group held 5,955 shares of iShares S&P Mid-Cap 400 Value ETF worth $820K as of Q3 2026.
iShares S&P Mid-Cap 400 Value ETF was a new VisionPoint Advisory Group position in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #174 holding.
229 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.