Balance Wealth’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Balance Wealth's IJJ Position: Q2 2026 in Review
Balance Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 11% in Q2 2026, selling an estimated $1.27M and leaving 72,677 shares worth $10.7M. The position accounts for 2.86% of the portfolio, ranked #9.
Balance Wealth first reported a position in IJJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.6M in Q3 2025. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Balance Wealth held 72,677 shares of iShares S&P Mid-Cap 400 Value ETF worth $10.7M as of Q2 2026.
- Balance Wealth sold 9,010 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.27M.
- iShares S&P Mid-Cap 400 Value ETF made up 2.86% of Balance Wealth's portfolio in Q2 2026, its #9 holding.
- Balance Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
- Balance Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $32.6M in Q3 2025.
- 875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.