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

Aprio 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 Q1	$264K	Sell	1,995 -10	-0.5%	-$1.37K	0.01%	521
2025 Q4	$264K	Buy	2,005 +2	+0.1%	+$260	0.02%	465
2025 Q3	$260K	Buy	2,003 +2	+0.1%	+$256	0.03%	362
2025 Q2	$247K	Sell	2,001 -69	-3%	-$8.12K	0.03%	340
2025 Q1	$248K	Buy	2,070 +1	+0%	+$125	0.03%	310
2024 Q4	$259K	Buy	2,069 +1	+0%	+$128	0.04%	241
2024 Q3	$256K	Buy	2,068 +2	+0.1%	+$238	0.04%	224
2024 Q2	$234K	Hold	2,066	–	–	0.04%	212
2024 Q1	$244K	Buy	2,066 +75	+4%	+$8.45K	0.05%	188
2023 Q4	$227K	Buy	1,991 +3	+0.2%	+$309	0.05%	168
2023 Q3	$201K	Hold	1,988	–	–	0.06%	163
2023 Q2	$213K	Buy	1,988 +2	+0.1%	+$203	0.06%	141
2023 Q1	$204K	Hold	1,986	–	–	0.06%	129
2022 Q4	$200K	Buy	+1,986	New	+$198K	0.07%	121

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Aprio Wealth Management's IJJ Position: Q1 2026 in Review

Aprio Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.5% in Q1 2026, selling an estimated $1.37K and leaving 1,995 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #521.

Aprio Wealth Management first reported a position in IJJ in Q4 2022 and has held it in 14 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Aprio Wealth Management held 1,995 shares of iShares S&P Mid-Cap 400 Value ETF worth $264K as of Q1 2026.
Aprio Wealth Management sold 10 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.37K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #521 holding.
Aprio Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.