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

BlueChip Wealth Advisors’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	$224K	Hold	1,516	–	–	0.08%	158
2026 Q1	$201K	Buy	+1,516	New	+$208K	0.09%	140
2025 Q4	–	Sell	-1,916	Closed	-$249K	–	163
2025 Q3	$249K	Sell	1,916 -890	-32%	-$114K	0.11%	133
2025 Q2	$347K	Sell	2,806 -1,409	-33%	-$166K	0.15%	117
2025 Q1	$505K	Sell	4,215 -7,338	-64%	-$919K	0.25%	79
2024 Q4	$1.44M	Sell	11,553 -392	-3%	-$50K	0.8%	29
2024 Q3	$1.48M	Sell	11,945 -51	-0.4%	-$6.06K	0.77%	30
2024 Q2	$1.36M	Sell	11,996 -1,922	-14%	-$219K	0.8%	28
2024 Q1	$1.65M	Sell	13,918 -12,633	-48%	-$1.42M	1.06%	25
2023 Q4	$3.03M	Buy	+26,551	New	+$2.73M	2.12%	12

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

BlueChip Wealth Advisors's IJJ Position: Q2 2026 in Review

BlueChip Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,516 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #158.

BlueChip Wealth Advisors first reported a position in IJJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.03M in Q4 2023. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

BlueChip Wealth Advisors held 1,516 shares of iShares S&P Mid-Cap 400 Value ETF worth $224K as of Q2 2026.
BlueChip Wealth Advisors 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 0.08% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #158 holding.
BlueChip Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.03M in Q4 2023.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.