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 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Elevation Wealth Partners's IJJ Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 304 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #332.

Elevation Wealth Partners first reported a position in IJJ in Q1 2023 and has held it in 14 quarters since. 379 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Elevation Wealth Partners held 304 shares of iShares S&P Mid-Cap 400 Value ETF worth $44.9K as of Q2 2026.
Elevation Wealth Partners 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 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #332 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 14 quarters since.
379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.