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

Golden State Wealth Management’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	$44.3K	Hold	300	–	–	﹤0.01%	754
2026 Q1	$39.8K	Hold	300	–	–	﹤0.01%	737
2025 Q4	$39.5K	Hold	300	–	–	﹤0.01%	743
2025 Q3	$38.9K	Hold	300	–	–	﹤0.01%	734
2025 Q2	$37.1K	Hold	300	–	–	﹤0.01%	715
2025 Q1	$35.9K	Hold	300	–	–	0.01%	664
2024 Q4	$37.5K	Buy	+300	New	+$38.3K	0.01%	635

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

Golden State Wealth Management's IJJ Position: Q2 2026 in Review

Golden State Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 300 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Golden State Wealth Management first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Golden State Wealth Management held 300 shares of iShares S&P Mid-Cap 400 Value ETF worth $44.3K as of Q2 2026.
Golden State Wealth Management 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 ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #754 holding.
Golden State Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.