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

Birchwood Financial 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	$68.2K	Buy	462 +2	+0.4%	+$283	0.06%	148
2026 Q1	$60.9K	Buy	460 +2	+0.4%	+$274	0.06%	145
2025 Q4	$60.3K	Buy	+458	New	+$59.6K	0.06%	144

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

Birchwood Financial Partners's IJJ Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.43% in Q2 2026, buying an estimated $283 and bringing the position to 462 shares worth $68.2K. The position accounts for 0.06% of the portfolio, ranked #148.

Birchwood Financial Partners first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Birchwood Financial Partners held 462 shares of iShares S&P Mid-Cap 400 Value ETF worth $68.2K as of Q2 2026.
Birchwood Financial Partners bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $283.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Birchwood Financial Partners's portfolio in Q2 2026, its #148 holding.
Birchwood Financial Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.