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

Beaird Harris 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 Q2	$5.47K	Hold	37	–	–	﹤0.01%	438
2026 Q1	$4.9K	Hold	37	–	–	﹤0.01%	414
2025 Q4	$4.87K	Hold	37	–	–	﹤0.01%	441
2025 Q3	$4.8K	Hold	37	–	–	﹤0.01%	429
2025 Q2	$4.57K	Sell	37 -71	-66%	-$8.35K	﹤0.01%	430
2025 Q1	$12.9K	Buy	108 +14	+15%	+$1.75K	﹤0.01%	343
2024 Q4	$11.7K	Buy	+94	New	+$12K	﹤0.01%	346
2024 Q2	–	Sell	-84	Closed	-$9.94K	–	760
2024 Q1	$9.94K	Buy	+84	New	+$9.46K	﹤0.01%	331

Other funds holding IJJ

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return