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

Axis Wealth Partners’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	$2.84M	Buy	19,233 +197	+1%	+$27.9K	1.36%	19
2026 Q1	$2.52M	Sell	19,036 -378	-2%	-$51.8K	1.34%	19
2025 Q4	$2.55M	Buy	19,414 +4,003	+26%	+$521K	1.41%	17
2025 Q3	$2M	Buy	15,411 +3,813	+33%	+$488K	1.17%	23
2025 Q2	$1.43M	Buy	11,598 +4,094	+55%	+$482K	0.94%	28
2025 Q1	$898K	Buy	7,504 +1,623	+28%	+$203K	0.66%	43
2024 Q4	$735K	Buy	+5,881	New	+$751K	0.62%	49

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

Axis Wealth Partners's IJJ Position: Q2 2026 in Review

Axis Wealth Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1% in Q2 2026, buying an estimated $27.9K and bringing the position to 19,233 shares worth $2.84M. The position accounts for 1.36% of the portfolio, ranked #19.

Axis Wealth Partners first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Axis Wealth Partners held 19,233 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.84M as of Q2 2026.
Axis Wealth Partners bought 197 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $27.9K.
iShares S&P Mid-Cap 400 Value ETF made up 1.36% of Axis Wealth Partners's portfolio in Q2 2026, its #19 holding.
Axis Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.