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

Glassman Wealth Services’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	$69.7K	Buy	+472	New	+$66.8K	0.01%	136
2020 Q2	–	Sell	-1,632	Closed	-$90K	–	1372
2020 Q1	$90K	Hold	1,632	–	–	0.03%	172
2019 Q4	$139K	Hold	1,632	–	–	0.05%	151
2019 Q3	$130K	Hold	1,632	–	–	0.05%	144
2019 Q2	$130K	Hold	1,632	–	–	0.05%	143
2019 Q1	$128K	Hold	1,632	–	–	0.06%	140
2018 Q4	$113K	Hold	1,632	–	–	0.06%	130
2018 Q3	$137K	Hold	1,632	–	–	0.06%	130
2018 Q2	$132K	Hold	1,632	–	–	0.07%	120
2018 Q1	$126K	Hold	1,632	–	–	0.08%	106
2017 Q4	$131K	Sell	1,632 -650	-28%	-$50.7K	0.08%	95
2017 Q3	$174K	Hold	2,282	–	–	0.11%	82
2017 Q2	$169K	Hold	2,282	–	–	0.11%	87
2017 Q1	$169K	Hold	2,282	–	–	0.12%	87
2016 Q4	$166K	Sell	2,282 -188	-8%	-$13K	0.12%	103
2016 Q3	$164K	Buy	+2,470	New	+$163K	0.14%	79

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

Glassman Wealth Services's IJJ Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 472 shares worth $69.7K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in IJJ as recently as Q1 2020.

Glassman Wealth Services first reported a position in IJJ in Q3 2016 and has held it in 16 quarters since. The position peaked at $174K in Q3 2017. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Glassman Wealth Services held 472 shares of iShares S&P Mid-Cap 400 Value ETF worth $69.7K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Glassman Wealth Services position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #136 holding.
Glassman Wealth Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2016 and has held it in 16 quarters since.
Glassman Wealth Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $174K in Q3 2017.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.