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

Wealthcare Advisory Partners’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 		$286K Sell
1,936
-1,551
-44% -$219K 0.01% 898
2026
Q1 		$462K Sell
3,487
-177
-5% -$24.2K 0.01% 722
2025
Q4 		$482K Sell
3,664
-329
-8% -$42.8K 0.01% 707
2025
Q3 		$518K Buy
3,993
+281
+8% +$36K 0.01% 669
2025
Q2 		$459K Buy
3,712
+4
+0.1% +$471 0.01% 664
2025
Q1 		$444K Sell
3,708
-48
-1% -$6.01K 0.01% 616
2024
Q4 		$469K Sell
3,756
-254
-6% -$32.4K 0.01% 582
2024
Q3 		$496K Sell
4,010
-688
-15% -$81.8K 0.01% 570
2024
Q2 		$533K Sell
4,698
-25
-0.5% -$2.85K 0.02% 526
2024
Q1 		$559K Buy
4,723
+1,171
+33% +$132K 0.02% 517
2023
Q4 		$405K Sell
3,552
-814
-19% -$83.7K 0.02% 525
2023
Q3 		$441K Buy
4,366
+972
+29% +$104K 0.02% 463
2023
Q2 		$364K Sell
3,394
-1,092
-24% -$111K 0.02% 522
2023
Q1 		$461K Buy
4,486
+35
+0.8% +$3.74K 0.02% 475
2022
Q4 		$449K Sell
4,451
-846
-16% -$84.5K 0.02% 448
2022
Q3 		$477K Sell
5,297
-461
-8% -$45.9K 0.03% 371
2022
Q2 		$544K Sell
5,758
-4,164
-42% -$425K 0.03% 310
2022
Q1 		$1.09M Sell
9,922
-1,820
-15% -$196K 0.07% 180
2021
Q4 		$1.3M Sell
11,742
-308
-3% -$33.5K 0.08% 160
2021
Q3 		$1.24M Buy
12,050
+257
+2% +$27K 0.08% 158
2021
Q2 		$1.24M Sell
11,793
-503
-4% -$53.7K 0.08% 161
2021
Q1 		$1.25M Buy
12,296
+1,603
+15% +$153K 0.09% 142
2020
Q4 		$923K Sell
10,693
-1,439
-12% -$113K 0.08% 162
2020
Q3 		$818K Buy
12,132
+1,586
+15% +$110K 0.09% 140
2020
Q2 		$701K Buy
10,546
+1,848
+21% +$116K 0.09% 136
2020
Q1 		$477K Buy
8,698
+2,140
+33% +$161K 0.07% 153
2019
Q4 		$560K Buy
6,558
+1,162
+22% +$95.5K 0.07% 164
2019
Q3 		$431K Buy
5,396
+408
+8% +$32.1K 0.06% 172
2019
Q2 		$398K Buy
4,988
+332
+7% +$26.3K 0.06% 165
2019
Q1 		$365K Buy
4,656
+330
+8% +$25.6K 0.06% 161
2018
Q4 		$299K Buy
4,326
+178
+4% +$13.6K 0.06% 160
2018
Q3 		$347K Sell
4,148
-136
-3% -$11.4K 0.06% 160
2018
Q2 		$347K Buy
4,284
+856
+25% +$68.5K 0.07% 154
2018
Q1 		$265K Buy
3,428
+862
+34% +$68.4K 0.06% 168
2017
Q4 		$205K Buy
2,566
+124
+5% +$9.68K 0.05% 174
2017
Q3 		$187K Buy
2,442
+856
+54% +$63.5K 0.06% 152
2017
Q2 		$118K Buy
1,586
+82
+5% +$6.06K 0.06% 35
2017
Q1 		$112K Sell
1,504
-168
-10% -$12.5K 0.06% 34
2016
Q4 		$121K Buy
1,672
+158
+10% +$10.9K 0.07% 34
2016
Q3 		$101K Sell
1,514
-84
-5% -$5.55K 0.07% 31
2016
Q2 		$102K Buy
+1,598
New +$101K 0.07% 40

Other funds holding IJJ

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 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

Wealthcare Advisory Partners's IJJ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 44% in Q2 2026, selling an estimated $219K and leaving 1,936 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #898.

Wealthcare Advisory Partners first reported a position in IJJ in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.3M in Q4 2021. 244 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Wealthcare Advisory Partners held 1,936 shares of iShares S&P Mid-Cap 400 Value ETF worth $286K as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,551 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $219K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #898 holding.
  • Wealthcare Advisory Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.3M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.