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

Gateway 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 		$233K Sell
1,580
-1,574
-50% -$223K 0.01% 700
2026
Q1 		$418K Buy
3,154
+1,579
+100% +$216K 0.02% 631
2025
Q4 		$207K Buy
1,575
+5
+0.3% +$651 0.02% 442
2025
Q3 		$204K Buy
+1,570
New +$201K 0.03% 395

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

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

Gateway Wealth Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 50% in Q2 2026, selling an estimated $223K and leaving 1,580 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #700.

Gateway Wealth Partners first reported a position in IJJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $418K in Q1 2026. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Gateway Wealth Partners held 1,580 shares of iShares S&P Mid-Cap 400 Value ETF worth $233K as of Q2 2026.
  • Gateway Wealth Partners sold 1,574 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $223K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #700 holding.
  • Gateway Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $418K in Q1 2026.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.