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

EP Wealth Advisors’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	$5.04M	Buy	34,147 +18,268	+115%	+$2.58M	0.02%	379
2026 Q1	$2.1M	Buy	15,879 +3,013	+23%	+$413K	0.01%	466
2025 Q4	$1.69M	Buy	+12,866	New	+$1.67M	0.01%	479
2025 Q2	$1.58M	Buy	12,779 +306	+2%	+$36K	0.01%	462
2025 Q1	$1.49M	Sell	12,473 -66	-0.5%	-$8.26K	0.01%	414
2024 Q4	$1.57M	Buy	12,539 +5,864	+88%	+$749K	0.01%	398
2024 Q3	$825K	Buy	6,675 +146	+2%	+$17.4K	0.01%	542
2024 Q2	$741K	Buy	6,529 +105	+2%	+$12K	0.01%	450
2024 Q1	$760K	Sell	6,424 -1,023	-14%	-$115K	0.01%	430
2023 Q4	$849K	Buy	7,447 +905	+14%	+$93.1K	0.01%	395
2023 Q3	$660K	Buy	6,542 +2,515	+62%	+$269K	0.01%	407
2023 Q2	$712K	Sell	4,027 -72,176	-95%	-$7.33M	0.01%	390
2023 Q1	$19.1M	Buy	76,203 +70,661	+1,275%	+$7.55M	0.33%	65
2022 Q4	$559K	Buy	+5,542	New	+$553K	0.01%	360
2022 Q3	–	Sell	-5,507	Closed	-$520K	–	466
2022 Q2	$520K	Sell	5,507 -995	-15%	-$101K	0.01%	364
2022 Q1	$713K	Buy	6,502 +304	+5%	+$32.8K	0.02%	314
2021 Q4	$686K	Buy	+6,198	New	+$674K	0.02%	304

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's IJJ Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 115% in Q2 2026, buying an estimated $2.58M and bringing the position to 34,147 shares worth $5.04M. The position accounts for 0.02% of the portfolio, ranked #379.

EP Wealth Advisors first reported a position in IJJ in Q4 2021 and has held it in 17 quarters since. The position peaked at $19.1M in Q1 2023. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

EP Wealth Advisors held 34,147 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.04M as of Q2 2026.
EP Wealth Advisors bought 18,268 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $2.58M.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #379 holding.
EP Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 17 quarters since.
EP Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $19.1M in Q1 2023.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.