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

Abound Wealth Management’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	$69.3K	Hold	469	–	–	0.01%	199
2026 Q1	$62.2K	Hold	469	–	–	0.01%	211
2025 Q4	$61.8K	Hold	469	–	–	0.01%	201
2025 Q3	$60.8K	Hold	469	–	–	0.02%	190
2025 Q2	$57.9K	Hold	469	–	–	0.02%	185
2025 Q1	$56.1K	Buy	469 +1	+0.2%	+$125	0.02%	171
2024 Q4	$58.5K	Hold	468	–	–	0.02%	161
2024 Q3	$57.9K	Hold	468	–	–	0.02%	159
2024 Q2	$53.1K	Hold	468	–	–	0.02%	142
2024 Q1	$55.4K	Hold	468	–	–	0.02%	141
2023 Q4	$53.4K	Sell	468 -153	-25%	-$15.7K	0.02%	138
2023 Q3	$62.7K	Sell	621 -44	-7%	-$4.7K	0.03%	108
2023 Q2	$71.2K	Hold	665	–	–	0.03%	99
2023 Q1	$68.3K	Hold	665	–	–	0.03%	102
2022 Q4	$67K	Hold	665	–	–	0.03%	90
2022 Q3	$59.9K	Sell	665 -55	-8%	-$5.47K	0.03%	99
2022 Q2	$68K	Buy	+720	New	+$73.4K	0.04%	57

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

Abound Wealth Management's IJJ Position: Q2 2026 in Review

Abound Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 469 shares worth $69.3K. The position accounts for 0.01% of the portfolio, ranked #199.

Abound Wealth Management first reported a position in IJJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $71.2K in Q2 2023. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Abound Wealth Management held 469 shares of iShares S&P Mid-Cap 400 Value ETF worth $69.3K as of Q2 2026.
Abound Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #199 holding.
Abound Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2022 and has held it in 17 quarters since.
Abound Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $71.2K in Q2 2023.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.