HWM
IJJ icon

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

HB 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 		$4.34M Sell
29,358
-322
-1% -$45.6K 0.02% 301
2026
Q1 		$3.93M Buy
29,680
+876
+3% +$120K 0.03% 296
2025
Q4 		$3.79M Buy
28,804
+2
+0% +$260 0.02% 292
2025
Q3 		$3.74M Sell
28,802
-55
-0.2% -$7.04K 0.03% 290
2025
Q2 		$3.57M Buy
28,857
+7,382
+34% +$868K 0.03% 272
2025
Q1 		$2.57M Buy
21,475
+149
+0.7% +$18.7K 0.02% 333
2024
Q4 		$2.66M Buy
21,326
+1,361
+7% +$174K 0.03% 241
2024
Q3 		$2.47M Buy
19,965
+278
+1% +$33.1K 0.03% 244
2024
Q2 		$2.23M Buy
19,687
+426
+2% +$48.6K 0.03% 247
2024
Q1 		$2.28M Buy
19,261
+2,063
+12% +$232K 0.03% 224
2023
Q4 		$1.96M Buy
17,198
+60
+0.4% +$6.17K 0.03% 230
2023
Q3 		$1.73M Sell
17,138
-3
-0% -$321 0.03% 230
2023
Q2 		$1.84M Sell
17,141
-877
-5% -$89.1K 0.03% 215
2023
Q1 		$1.85M Buy
18,018
+880
+5% +$94K 0.03% 202
2022
Q4 		$1.73M Hold
17,138
– – 0.03% 215
2022
Q3 		$1.54M Hold
17,138
– – 0.03% 204
2022
Q2 		$1.62M Buy
17,138
+566
+3% +$57.7K 0.03% 195
2022
Q1 		$1.82M Buy
+16,572
New +$1.79M 0.03% 196

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 22.9% 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

HB Wealth Management's IJJ Position: Q2 2026 in Review

HB Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.1% in Q2 2026, selling an estimated $45.6K and leaving 29,358 shares worth $4.34M. The position accounts for 0.02% of the portfolio, ranked #301.

HB Wealth Management first reported a position in IJJ in Q1 2022 and has held it in 18 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • HB Wealth Management held 29,358 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.34M as of Q2 2026.
  • HB Wealth Management sold 322 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $45.6K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #301 holding.
  • HB Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.