Evermay Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Evermay Wealth Management's IJJ Position: Q2 2026 in Review
Evermay Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 88 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #483.
Evermay Wealth Management first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Evermay Wealth Management held 88 shares of iShares S&P Mid-Cap 400 Value ETF worth $13K as of Q2 2026.
- Evermay Wealth Management 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 Evermay Wealth Management's portfolio in Q2 2026, its #483 holding.
- Evermay Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.