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

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

Beaird Harris Wealth Management's IJJ Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 37 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Beaird Harris Wealth Management first reported a position in IJJ in Q1 2024 and has held it in 8 quarters since. The position peaked at $12.9K in Q1 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Beaird Harris Wealth Management held 37 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.47K as of Q2 2026.
Beaird Harris Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #438 holding.
Beaird Harris Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 8 quarters since.
Beaird Harris Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $12.9K in Q1 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.