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

Bullock 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	$34.7K	Buy	236 +1	+0.4%	+$141	0.02%	312
2026 Q1	$31.3K	Hold	235	–	–	0.02%	312
2025 Q4	$30.9K	Buy	235 +2	+0.9%	+$260	0.02%	301
2025 Q3	$30.4K	Buy	233 +1	+0.4%	+$128	0.02%	302
2025 Q2	$29.2K	Buy	232 +1	+0.4%	+$118	0.02%	283
2025 Q1	$27.8K	Buy	231 +1	+0.4%	+$125	0.02%	278
2024 Q4	$28.8K	Sell	230 -191	-45%	-$24.4K	0.02%	289
2024 Q3	$51.5K	Buy	421 +2	+0.5%	+$238	0.03%	238
2024 Q2	$47.2K	Buy	419 +2	+0.5%	+$228	0.03%	239
2024 Q1	$48.9K	Buy	+417	New	+$47K	0.03%	244

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 22.9% 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

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

Bullock Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.43% in Q2 2026, buying an estimated $141 and bringing the position to 236 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #312.

Bullock Wealth Management first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.5K in Q3 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Bullock Wealth Management held 236 shares of iShares S&P Mid-Cap 400 Value ETF worth $34.7K as of Q2 2026.
Bullock Wealth Management bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #312 holding.
Bullock Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $51.5K in Q3 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.