Wellspring Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wellspring Financial Advisors’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	$1.15M	Buy	7,795 +10	+0.1%	+$1.42K	0.08%	95
2026 Q1	$1.03M	Buy	7,785 +689	+10%	+$94.4K	0.08%	96
2025 Q4	$934K	Sell	7,096 -2,689	-27%	-$350K	0.07%	90
2025 Q3	$1.27M	Hold	9,785	–	–	0.12%	58
2025 Q2	$1.21M	Sell	9,785 -2,134	-18%	-$251K	0.12%	60
2025 Q1	$1.43M	Hold	11,919	–	–	0.16%	45
2024 Q4	$1.49M	Sell	11,919 -2,660	-18%	-$340K	0.16%	47
2024 Q3	$1.8M	Buy	14,579 +2,660	+22%	+$316K	0.22%	41
2024 Q2	$1.35M	Hold	11,919	–	–	0.18%	47
2024 Q1	$1.41M	Hold	11,919	–	–	0.22%	46
2023 Q4	$1.36M	Hold	11,919	–	–	0.34%	43
2023 Q3	$1.2M	Hold	11,919	–	–	0.35%	44
2023 Q2	$1.28M	Sell	11,919 -124	-1%	-$12.6K	0.36%	42
2023 Q1	$1.24M	Hold	12,043	–	–	0.37%	44
2022 Q4	$1.21M	Hold	12,043	–	–	0.4%	42
2022 Q3	$1.08M	Hold	12,043	–	–	0.4%	39
2022 Q2	$1.14M	Hold	12,043	–	–	0.4%	37
2022 Q1	$1.32M	Hold	12,043	–	–	0.39%	36
2021 Q4	$1.33M	Hold	12,043	–	–	0.37%	37
2021 Q3	$1.24M	Hold	12,043	–	–	0.37%	37
2021 Q2	$1.27M	Buy	12,043 +3,535	+42%	+$378K	0.4%	36
2021 Q1	$934K	Sell	8,508 -3,575	-30%	-$341K	0.45%	33
2020 Q4	$1.04M	Sell	12,083 -4,353	-26%	-$341K	0.36%	35
2020 Q3	$1.11M	Sell	16,436 -188	-1%	-$13K	0.43%	34
2020 Q2	$1.1M	Sell	16,624 -392	-2%	-$24.6K	0.46%	34
2020 Q1	$934K	Buy	+17,016	New	+$1.28M	0.45%	33

Other funds holding IJJ

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Wellspring Financial Advisors's IJJ Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.13% in Q2 2026, buying an estimated $1.42K and bringing the position to 7,795 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #95.

Wellspring Financial Advisors first reported a position in IJJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.8M in Q3 2024. 262 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wellspring Financial Advisors held 7,795 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.15M as of Q2 2026.
Wellspring Financial Advisors bought 10 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.42K.
iShares S&P Mid-Cap 400 Value ETF made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #95 holding.
Wellspring Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.8M in Q3 2024.
262 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.