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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
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

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Enzi Wealth's IJJ Position: Q2 2026 in Review

Enzi Wealth held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,160 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #54.

Enzi Wealth first reported a position in IJJ in Q3 2022 and has held it in 11 quarters since. 209 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Enzi Wealth held 2,160 shares of iShares S&P Mid-Cap 400 Value ETF worth $317K as of Q2 2026.
  • Enzi Wealth 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 0.1% of Enzi Wealth's portfolio in Q2 2026, its #54 holding.
  • Enzi Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 11 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.