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

High Note Wealth’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	$126K	Hold	851	–	–	0.02%	147
2026 Q1	$113K	Hold	851	–	–	0.02%	141
2025 Q4	$112K	Hold	851	–	–	0.02%	136
2025 Q3	$110K	Hold	851	–	–	0.02%	129
2025 Q2	$105K	Hold	851	–	–	0.02%	131
2025 Q1	$102K	Hold	851	–	–	0.03%	123
2024 Q4	$106K	Buy	+851	New	+$109K	0.03%	124

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

High Note Wealth's IJJ Position: Q2 2026 in Review

High Note Wealth held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 851 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #147.

High Note Wealth first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

High Note Wealth held 851 shares of iShares S&P Mid-Cap 400 Value ETF worth $126K as of Q2 2026.
High Note Wealth 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 0.02% of High Note Wealth's portfolio in Q2 2026, its #147 holding.
High Note Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.