GC Wealth Management RIA’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

GC Wealth Management RIA’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	$1.92M	Hold	12,998	–	–	0.11%	152
2026 Q1	$1.72M	Hold	12,998	–	–	0.07%	171
2025 Q4	$1.71M	Sell	12,998 -1,156	-8%	-$150K	0.06%	178
2025 Q3	$1.84M	Sell	14,154 -1,577	-10%	-$202K	0.06%	224
2025 Q2	$1.94M	Sell	15,731 -2,181	-12%	-$257K	0.16%	138
2025 Q1	$2.14M	Sell	17,912 -256	-1%	-$32.1K	0.39%	68
2024 Q4	$2.27M	Sell	18,168 -136	-0.7%	-$17.4K	0.4%	59
2024 Q3	$2.26M	Sell	18,304 -20	-0.1%	-$2.38K	0.4%	57
2024 Q2	$2.08M	Buy	18,324 +1,457	+9%	+$166K	0.41%	54
2024 Q1	$2M	Buy	16,867 +1,434	+9%	+$161K	0.4%	51
2023 Q4	$1.76M	Buy	+15,433	New	+$1.59M	0.79%	28

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

GC Wealth Management RIA's IJJ Position: Q2 2026 in Review

GC Wealth Management RIA held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 12,998 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #152.

GC Wealth Management RIA first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q4 2024. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

GC Wealth Management RIA held 12,998 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.92M as of Q2 2026.
GC Wealth Management RIA left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of GC Wealth Management RIA's portfolio in Q2 2026, its #152 holding.
GC Wealth Management RIA first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.27M in Q4 2024.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.