FWMM
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Foundation Wealth Management (Missouri)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Foundation Wealth Management (Missouri)’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 		$8.4M Buy
56,830
+3,401
+6% +$481K 4.97% 3
2026
Q1 		$7.08M Buy
53,429
+5,676
+12% +$777K 4.78% 3
2025
Q4 		$6.29M Sell
47,753
-1,360
-3% -$177K 4.14% 4
2025
Q3 		$6.37M Buy
49,113
+502
+1% +$64.3K 4.07% 4
2025
Q2 		$6.01M Buy
48,611
+9,711
+25% +$1.14M 4.18% 3
2025
Q1 		$4.66M Sell
38,900
-840
-2% -$105K 3.65% 3
2024
Q4 		$4.97M Sell
39,740
-743
-2% -$94.9K 3.86% 3
2024
Q3 		$5M Sell
40,483
-1,250
-3% -$149K 3.8% 3
2024
Q2 		$4.74M Sell
41,733
-702
-2% -$80.1K 3.71% 3
2024
Q1 		$5.02M Sell
42,435
-975
-2% -$110K 4.09% 3
2023
Q4 		$4.95M Buy
43,410
+763
+2% +$78.5K 4.42% 3
2023
Q3 		$4.3M Sell
42,647
-4,673
-10% -$499K 4.3% 4
2023
Q2 		$5.07M Buy
47,320
+5,488
+13% +$558K 4.95% 3
2023
Q1 		$4.3M Buy
41,832
+2,984
+8% +$319K 4.43% 3
2022
Q4 		$3.92M Buy
+38,848
New +$3.88M 3.98% 5

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IJJ Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.4% in Q2 2026, buying an estimated $481K and bringing the position to 56,830 shares worth $8.4M. The position accounts for 4.97% of the portfolio, ranked #3.

Foundation Wealth Management (Missouri) first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 56,830 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.4M as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 3,401 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $481K.
  • iShares S&P Mid-Cap 400 Value ETF made up 4.97% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #3 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.