Wealth Enhancement Advisory Services
IJJ icon

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

Wealth Enhancement Advisory 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 		$6.14M Buy
69,201
+2,927
+4% +$414K 0.01% 892
2026
Q1 		$5.21M Sell
66,274
-38,198
-37% -$5.23M 0.01% 882
2025
Q4 		$14.3M Buy
104,472
+442
+0.4% +$57.5K 0.02% 579
2025
Q3 		$13.5M Sell
104,030
-3,417
-3% -$438K 0.02% 551
2025
Q2 		$13.8M Buy
107,447
+3,871
+4% +$455K 0.02% 533
2025
Q1 		$12.4M Sell
103,576
-7,269
-7% -$910K 0.02% 516
2024
Q4 		$13.9M Buy
110,845
+14,294
+15% +$1.82M 0.03% 477
2024
Q3 		$11.9M Sell
96,551
-8
-0% -$951 0.03% 472
2024
Q2 		$11M Sell
96,559
-6,805
-7% -$776K 0.03% 463
2024
Q1 		$12.2M Sell
103,364
-5,555
-5% -$625K 0.03% 417
2023
Q4 		$12.4M Buy
108,919
+9,475
+10% +$974K 0.04% 382
2023
Q3 		$10M Buy
99,444
+97,256
+4,445% +$10.4M 0.03% 408
2023
Q2 		$234K Buy
2,188
+80
+4% +$8.13K ﹤0.01% 473
2023
Q1 		$217K Buy
+2,108
New +$225K ﹤0.01% 495

Other funds holding IJJ

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's IJJ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.4% in Q2 2026, buying an estimated $414K and bringing the position to 69,201 shares worth $6.14M. The position accounts for 0.01% of the portfolio, ranked #892.

Wealth Enhancement Advisory Services first reported a position in IJJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.3M in Q4 2025. 180 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 69,201 shares of iShares S&P Mid-Cap 400 Value ETF worth $6.14M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,927 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $414K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #892 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $14.3M in Q4 2025.
  • 180 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.