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

Wealth Advisory Solutions’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	$2.71M	Sell	18,366 -309	-2%	-$43.7K	0.56%	44
2026 Q1	$2.47M	Buy	18,675 +575	+3%	+$78.7K	0.55%	46
2025 Q4	$2.38M	Sell	18,100 -244	-1%	-$31.8K	0.56%	43
2025 Q3	$2.38M	Sell	18,344 -249	-1%	-$31.9K	0.58%	40
2025 Q2	$2.3M	Sell	18,593 -134,153	-88%	-$15.8M	0.58%	47
2025 Q1	$18.3M	Sell	152,746 -9,936	-6%	-$1.24M	4.84%	4
2024 Q4	$20.3M	Sell	162,682 -4	-0%	-$511	5.7%	3
2024 Q3	$20.1M	Sell	162,686 -1,463	-0.9%	-$174K	5.54%	3
2024 Q2	$18.6M	Sell	164,149 -9,717	-6%	-$1.11M	5.05%	3
2024 Q1	$20.6M	Buy	173,866 +19,403	+13%	+$2.18M	5.33%	3
2023 Q4	$17.6M	Sell	154,463 -156,930	-50%	-$16.1M	6.15%	3
2023 Q3	$33.5M	Buy	311,393 +152,154	+96%	+$16.3M	6.55%	3
2023 Q2	$17.1M	Sell	159,239 -1,438	-0.9%	-$146K	4.54%	4
2023 Q1	$16.5M	Buy	160,677 +141,147	+723%	+$15.1M	4.39%	4
2022 Q4	$1.97M	Sell	19,530 -197	-1%	-$19.7K	0.53%	51
2022 Q3	$1.77M	Sell	19,727 -22,599	-53%	-$2.25M	0.49%	55
2022 Q2	$4M	Buy	42,326 +4,326	+11%	+$441K	0.98%	34
2022 Q1	$4.17M	Buy	+38,000	New	+$4.1M	0.87%	42
2021 Q3	$3.15M	Buy	30,606 +1,361	+5%	+$143K	0.7%	45
2021 Q2	$3.08M	Buy	29,245 +1,331	+5%	+$142K	0.73%	45
2021 Q1	$3M	Buy	27,914 +3,968	+17%	+$379K	0.62%	50
2020 Q4	$2.07M	Buy	+23,946	New	+$1.88M	0.56%	50

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

Wealth Advisory Solutions's IJJ Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.7% in Q2 2026, selling an estimated $43.7K and leaving 18,366 shares worth $2.71M. The position accounts for 0.56% of the portfolio, ranked #44.

Wealth Advisory Solutions first reported a position in IJJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $33.5M in Q3 2023. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wealth Advisory Solutions held 18,366 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.71M as of Q2 2026.
Wealth Advisory Solutions sold 309 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $43.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.56% of Wealth Advisory Solutions's portfolio in Q2 2026, its #44 holding.
Wealth Advisory Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 22 quarters since.
Wealth Advisory Solutions's iShares S&P Mid-Cap 400 Value ETF position peaked at $33.5M in Q3 2023.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.