STACKSTONE WEALTH, LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

STACKSTONE WEALTH, LLC’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	$4.33M	Buy	+31,444	New	+$4.61M	0.43%	56

Other funds holding IJJ

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

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

PNFS

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

IFA

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

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IJJ Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026: 31,444 shares worth $4.33M. The stake represents 0.43% of the portfolio and ranks #56 among its holdings.

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

STACKSTONE WEALTH, LLC held 31,444 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.33M as of Q3 2026.
iShares S&P Mid-Cap 400 Value ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.43% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #56 holding.
191 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.