Focus Partners Wealth
IJJ icon

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

Focus Partners 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 		$18.5M Sell
125,147
-6,368
-5% -$901K 0.02% 531
2026
Q1 		$17.4M Buy
131,515
+897
+0.7% +$123K 0.02% 536
2025
Q4 		$17.2M Buy
130,618
+11,073
+9% +$1.44M 0.02% 527
2025
Q3 		$15.5M Sell
119,545
-2,403
-2% -$308K 0.03% 451
2025
Q2 		$15.1M Buy
121,948
+4,251
+4% +$500K 0.03% 421
2025
Q1 		$14.1M Buy
117,697
+45,607
+63% +$5.71M 0.04% 403
2024
Q4 		$9.01M Buy
72,090
+48,625
+207% +$6.21M 0.02% 484
2024
Q3 		$2.9M Sell
23,465
-82,925
-78% -$9.86M 0.01% 690
2024
Q2 		$12.1M Buy
106,390
+55,214
+108% +$6.3M 0.04% 340
2024
Q1 		$6.05M Buy
51,176
+43,358
+555% +$4.88M 0.05% 292
2023
Q4 		$892K Buy
+7,818
New +$804K 0.01% 472

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

Focus Partners Wealth's IJJ Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.8% in Q2 2026, selling an estimated $901K and leaving 125,147 shares worth $18.5M. The position accounts for 0.02% of the portfolio, ranked #531.

Focus Partners Wealth first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Focus Partners Wealth held 125,147 shares of iShares S&P Mid-Cap 400 Value ETF worth $18.5M as of Q2 2026.
  • Focus Partners Wealth sold 6,368 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $901K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #531 holding.
  • Focus Partners Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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