EWM
IJJ icon

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

Evolution Wealth Management’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 		– Sell
-47
Closed -$6.23K – 952
2026
Q1 		$6.23K Hold
47
– – ﹤0.01% 586
2025
Q4 		$6.18K Hold
47
– – 0.01% 507
2025
Q3 		$6.1K Buy
+47
New +$6.02K 0.01% 421

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evolution Wealth Management's IJJ Position: Q2 2026 in Review

Evolution Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 47 shares — an estimated $6.23K sold.

Evolution Wealth Management first reported a position in IJJ in Q3 2025 and held it in 3 quarters. The position peaked at $6.23K in Q1 2026. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Evolution Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 47 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $6.23K.
  • Evolution Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and held it in 3 quarters.
  • Evolution Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $6.23K in Q1 2026.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.