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

Elevation Wealth Partners’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 Q3	$41.9K	Hold	304	–	–	0.01%	445
2026 Q2	$44.9K	Hold	304	–	–	0.01%	332
2026 Q1	$40.3K	Hold	304	–	–	0.01%	272
2025 Q4	$40K	Hold	304	–	–	0.01%	269
2025 Q3	$39.4K	Hold	304	–	–	0.01%	267
2025 Q2	$37.6K	Hold	304	–	–	0.01%	265
2025 Q1	$36.4K	Hold	304	–	–	0.02%	264
2024 Q4	$38K	Hold	304	–	–	0.02%	257
2024 Q3	$37.6K	Hold	304	–	–	0.02%	247
2024 Q2	$34.5K	Hold	304	–	–	0.02%	250
2024 Q1	$36K	Hold	304	–	–	0.02%	247
2023 Q4	$30.7K	Hold	304	–	–	0.02%	243
2023 Q3	$30.7K	Hold	304	–	–	0.03%	180
2023 Q2	$32.6K	Hold	304	–	–	0.03%	186
2023 Q1	$31.2K	Buy	+304	New	+$32.5K	0.03%	193

Other funds holding IJJ

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Elevation Wealth Partners's IJJ Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 304 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #445.

Elevation Wealth Partners first reported a position in IJJ in Q1 2023 and has held it in 15 quarters since. The position peaked at $44.9K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Elevation Wealth Partners held 304 shares of iShares S&P Mid-Cap 400 Value ETF worth $41.9K as of Q3 2026.
Elevation Wealth Partners left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #445 holding.
Elevation Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $44.9K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.