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

Gen-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 		$348K Hold
2,357
– – 0.1% 182
2026
Q1 		$312K Sell
2,357
-29
-1% -$3.97K 0.1% 195
2025
Q4 		$314K Hold
2,386
– – 0.1% 208
2025
Q3 		$310K Hold
2,386
– – 0.1% 197
2025
Q2 		$295K Buy
2,386
+21
+0.9% +$2.47K 0.11% 171
2025
Q1 		$283K Buy
2,365
+150
+7% +$18.8K 0.12% 171
2024
Q4 		$277K Hold
2,215
– – 0.12% 172
2024
Q3 		$277K Hold
2,215
– – 0.12% 175
2024
Q2 		$251K Hold
2,215
– – 0.12% 175
2024
Q1 		$262K Buy
+2,215
New +$249K 0.13% 173

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Gen-Wealth Partners's IJJ Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,357 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #182.

Gen-Wealth Partners first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. 629 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Gen-Wealth Partners held 2,357 shares of iShares S&P Mid-Cap 400 Value ETF worth $348K as of Q2 2026.
  • Gen-Wealth Partners 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 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #182 holding.
  • Gen-Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 629 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.