Accurate Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Accurate Wealth Management's IJJ Position: Q2 2026 in Review
Accurate Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.27% in Q2 2026, buying an estimated $4.95K and bringing the position to 12,771 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #130.
Accurate Wealth Management first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Accurate Wealth Management held 12,771 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.87M as of Q2 2026.
- Accurate Wealth Management bought 35 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.95K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.18% of Accurate Wealth Management's portfolio in Q2 2026, its #130 holding.
- Accurate Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
- 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.