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

Founders Grove Wealth Partners’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	$2.27M	Sell	15,374 -661	-4%	-$93.5K	0.45%	49
2026 Q1	$2.12M	Sell	16,035 -193	-1%	-$26.4K	0.48%	46
2025 Q4	$2.14M	Sell	16,228 -333	-2%	-$43.3K	0.48%	47
2025 Q3	$2.15M	Buy	16,561 +1,059	+7%	+$136K	0.5%	47
2025 Q2	$1.92M	Sell	15,502 -576	-4%	-$67.8K	0.48%	48
2025 Q1	$1.93M	Buy	16,078 +1,268	+9%	+$159K	0.54%	48
2024 Q4	$1.85M	Buy	+14,810	New	+$1.89M	0.54%	45

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Founders Grove Wealth Partners's IJJ Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.1% in Q2 2026, selling an estimated $93.5K and leaving 15,374 shares worth $2.27M. The position accounts for 0.45% of the portfolio, ranked #49.

Founders Grove Wealth Partners first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Founders Grove Wealth Partners held 15,374 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.27M as of Q2 2026.
Founders Grove Wealth Partners sold 661 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $93.5K.
iShares S&P Mid-Cap 400 Value ETF made up 0.45% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #49 holding.
Founders Grove Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.