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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$18.9K Hold
128
– – 0.01% 401
2026
Q1 		$17K Buy
+128
New +$17.5K 0.01% 373

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IJJ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 128 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #401.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 128 shares of iShares S&P Mid-Cap 400 Value ETF worth $18.9K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. 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 PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #401 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.