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

BKM 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	$5.82M	Sell	39,374 -2,371	-6%	-$335K	2.06%	11
2026 Q1	$5.53M	Sell	41,745 -232	-0.6%	-$31.8K	2.02%	11
2025 Q4	$5.52M	Buy	41,977 +535	+1%	+$69.6K	2.02%	10
2025 Q3	$5.38M	Buy	41,442 +282	+0.7%	+$36.1K	1.98%	11
2025 Q2	$5.09M	Sell	41,160 -113	-0.3%	-$13.3K	1.99%	9
2025 Q1	$4.94M	Sell	41,273 -374	-0.9%	-$46.8K	2.03%	7
2024 Q4	$5.2M	Sell	41,647 -594	-1%	-$75.8K	2.14%	8
2024 Q3	$5.22M	Sell	42,241 -606	-1%	-$72K	2.12%	7
2024 Q2	$4.86M	Buy	42,847 +1,921	+5%	+$219K	2.34%	5
2024 Q1	$4.84M	Buy	40,926 +1,505	+4%	+$169K	2.08%	7
2023 Q4	$4.5M	Buy	+39,421	New	+$4.05M	1.92%	8

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

BKM Wealth Management's IJJ Position: Q2 2026 in Review

BKM Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.7% in Q2 2026, selling an estimated $335K and leaving 39,374 shares worth $5.82M. The position accounts for 2.06% of the portfolio, ranked #11.

BKM Wealth Management first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

BKM Wealth Management held 39,374 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.82M as of Q2 2026.
BKM Wealth Management sold 2,371 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $335K.
iShares S&P Mid-Cap 400 Value ETF made up 2.06% of BKM Wealth Management's portfolio in Q2 2026, its #11 holding.
BKM Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.