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

Enzi Wealth’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	$305K	Hold	2,160	–	–	0.09%	61
2026 Q2	$317K	Hold	2,160	–	–	0.1%	54
2026 Q1	$286K	Hold	2,160	–	–	0.1%	52
2025 Q4	$298K	Hold	2,160	–	–	0.11%	56
2025 Q3	$276K	Hold	2,160	–	–	0.1%	54
2025 Q2	$275K	Hold	2,160	–	–	0.1%	57
2025 Q1	$248K	Hold	2,160	–	–	0.1%	57
2024 Q4	$281K	Hold	2,160	–	–	0.11%	55
2024 Q3	$271K	Buy	+2,160	New	+$257K	0.11%	56
2023 Q2	–	Sell	-2,480	Closed	-$253K	–	64
2023 Q1	$253K	Sell	2,480 -350	-12%	-$37.4K	0.13%	59
2022 Q4	$308K	Hold	2,830	–	–	0.15%	57
2022 Q3	$295K	Buy	+2,830	New	+$282K	0.14%	61

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Enzi Wealth's IJJ Position: Q3 2026 in Review

Enzi Wealth held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 2,160 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #61.

Enzi Wealth first reported a position in IJJ in Q3 2022 and has held it in 12 quarters since. The position peaked at $317K in Q2 2026. 625 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Enzi Wealth held 2,160 shares of iShares S&P Mid-Cap 400 Value ETF worth $305K as of Q3 2026.
Enzi Wealth 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 0.09% of Enzi Wealth's portfolio in Q3 2026, its #61 holding.
Enzi Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 12 quarters since.
Enzi Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $317K in Q2 2026.
625 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.