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

HCR Wealth Advisors’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	$261K	Buy	1,767 +27	+2%	+$3.82K	0.02%	224
2026 Q1	$231K	Hold	1,740	–	–	0.02%	221
2025 Q4	$229K	Hold	1,740	–	–	0.02%	229
2025 Q3	$227K	Hold	1,740	–	–	0.02%	219
2025 Q2	$215K	Buy	1,740 +3	+0.2%	+$353	0.03%	218
2025 Q1	$208K	Hold	1,737	–	–	0.03%	220
2024 Q4	$217K	Hold	1,737	–	–	0.03%	214
2024 Q3	$215K	Buy	+1,737	New	+$207K	0.03%	216
2024 Q2	–	Sell	-1,737	Closed	-$206K	–	226
2024 Q1	$206K	Buy	+1,737	New	+$196K	0.03%	212
2021 Q1	–	Sell	-1,372	Closed	-$99K	–	206
2020 Q4	$99K	Buy	1,372 +730	+114%	+$57.3K	0.02%	187
2020 Q3	$77K	Sell	642 -4	-0.6%	-$276	0.02%	171
2020 Q2	$72K	Buy	646 +4	+0.6%	+$251	0.02%	170
2020 Q1	$57K	Sell	642 -4	-0.6%	-$301	0.02%	171
2019 Q4	$77K	Buy	+646	New	+$53.1K	0.02%	174

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

HCR Wealth Advisors's IJJ Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.6% in Q2 2026, buying an estimated $3.82K and bringing the position to 1,767 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #224.

HCR Wealth Advisors first reported a position in IJJ in Q4 2019 and has held it in 14 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

HCR Wealth Advisors held 1,767 shares of iShares S&P Mid-Cap 400 Value ETF worth $261K as of Q2 2026.
HCR Wealth Advisors bought 27 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.82K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #224 holding.
HCR Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 14 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.