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

Causey Wealth LLC’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	$8.56M	Sell	57,928 -1,065	-2%	-$151K	3.34%	10
2026 Q1	$7.82M	Sell	58,993 -7,147	-11%	-$979K	3.32%	10
2025 Q4	$8.7M	Buy	66,140 +1,181	+2%	+$154K	3.95%	8
2025 Q3	$8.43M	Sell	64,959 -2,224	-3%	-$285K	4.11%	6
2025 Q2	$8.3M	Sell	67,183 -4,417	-6%	-$520K	4.27%	6
2025 Q1	$8.57M	Sell	71,600 -8,340	-10%	-$1.04M	4.79%	6
2024 Q4	$9.99M	Buy	+79,940	New	+$10.2M	5.82%	3

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

Causey Wealth LLC's IJJ Position: Q2 2026 in Review

Causey Wealth LLC reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.8% in Q2 2026, selling an estimated $151K and leaving 57,928 shares worth $8.56M. The position accounts for 3.34% of the portfolio, ranked #10.

Causey Wealth LLC first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.99M in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Causey Wealth LLC held 57,928 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.56M as of Q2 2026.
Causey Wealth LLC sold 1,065 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $151K.
iShares S&P Mid-Cap 400 Value ETF made up 3.34% of Causey Wealth LLC's portfolio in Q2 2026, its #10 holding.
Causey Wealth LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.99M in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.