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

Dopkins 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	$256K	Hold	1,732	–	–	0.09%	79
2026 Q1	$229K	Hold	1,732	–	–	0.09%	86
2025 Q4	$228K	Hold	1,732	–	–	0.09%	78
2025 Q3	$225K	Hold	1,732	–	–	0.09%	75
2025 Q2	$214K	Hold	1,732	–	–	0.1%	77
2025 Q1	$207K	Hold	1,732	–	–	0.11%	78
2024 Q4	$216K	Hold	1,732	–	–	0.11%	79
2024 Q3	$214K	Sell	1,732 -65	-4%	-$7.73K	0.17%	58
2024 Q2	$204K	Hold	1,797	–	–	0.12%	79
2024 Q1	$213K	Buy	+1,797	New	+$202K	0.13%	74

Other funds holding IJJ

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return