Alliance Private Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Alliance Private Wealth's IJJ Position: Q2 2026 in Review
Alliance Private Wealth increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 45% in Q2 2026, buying an estimated $601K and bringing the position to 13,645 shares worth $2.02M. The position accounts for 0.7% of the portfolio, ranked #33.
Alliance Private Wealth first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Alliance Private Wealth held 13,645 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.02M as of Q2 2026.
- Alliance Private Wealth bought 4,250 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $601K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.7% of Alliance Private Wealth's portfolio in Q2 2026, its #33 holding.
- Alliance Private Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.