Heritage Family Offices’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Heritage Family Offices’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	$338K	Buy	2,287 +9	+0.4%	+$1.27K	0.13%	129
2026 Q1	$302K	Buy	2,278 +7	+0.3%	+$959	0.13%	142
2025 Q4	$299K	Buy	2,271 +14	+0.6%	+$1.82K	0.14%	143
2025 Q3	$293K	Buy	2,257 +20	+0.9%	+$2.56K	0.14%	140
2025 Q2	$267K	Hold	2,237	–	–	0.13%	137
2025 Q1	$268K	Buy	2,237 +8	+0.4%	+$1K	0.14%	135
2024 Q4	$279K	Buy	2,229 +11	+0.5%	+$1.4K	0.14%	133
2024 Q3	$274K	Buy	2,218 +14	+0.6%	+$1.66K	0.14%	142
2024 Q2	$250K	Buy	+2,204	New	+$251K	0.14%	139

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 22.9% 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

Heritage Family Offices's IJJ Position: Q2 2026 in Review

Heritage Family Offices increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.4% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,287 shares worth $338K. The position accounts for 0.13% of the portfolio, ranked #129.

Heritage Family Offices first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Heritage Family Offices held 2,287 shares of iShares S&P Mid-Cap 400 Value ETF worth $338K as of Q2 2026.
Heritage Family Offices bought 9 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.27K.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #129 holding.
Heritage Family Offices first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.