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

Hidden Cove 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 		$218K Buy
+1,477
New +$209K 0.12% 122

Other funds holding IJJ

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

Hidden Cove Wealth Management's IJJ Position: Q2 2026 in Review

Hidden Cove Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,477 shares worth $218K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings.

232 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Hidden Cove Wealth Management held 1,477 shares of iShares S&P Mid-Cap 400 Value ETF worth $218K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new Hidden Cove Wealth Management position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #122 holding.
  • 232 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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