FWG Investments’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

FWG Investments’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	-2,599	Closed	-$344K	–	122
2026 Q1	$344K	Sell	2,599 -643	-20%	-$88.1K	0.22%	93
2025 Q4	$427K	Buy	3,242 +44	+1%	+$5.73K	0.27%	81
2025 Q3	$415K	Buy	3,198 +24	+0.8%	+$3.07K	0.28%	75
2025 Q2	$392K	Buy	+3,174	New	+$373K	0.3%	69
2025 Q1	–	Sell	-4,249	Closed	-$531K	–	80
2024 Q4	$531K	Sell	4,249 -417	-9%	-$53.2K	0.41%	64
2024 Q3	$577K	Buy	4,666 +58	+1%	+$6.9K	0.5%	52
2024 Q2	$523K	Buy	4,608 +6	+0.1%	+$684	0.53%	51
2024 Q1	$544K	Sell	4,602 -313	-6%	-$35.2K	0.59%	42
2023 Q4	$560K	Buy	+4,915	New	+$505K	0.7%	36

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 22.9% 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

FWG Investments's IJJ Position: Q2 2026 in Review

FWG Investments sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 2,599 shares — an estimated $344K sold.

FWG Investments first reported a position in IJJ in Q4 2023 and held it in 9 quarters. The position peaked at $577K in Q3 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

FWG Investments reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
FWG Investments sold 2,599 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $344K.
FWG Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 9 quarters.
FWG Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $577K in Q3 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.