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

Horizon 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 Q1	$274K	Hold	2,068	–	–	0.04%	118
2025 Q4	$272K	Hold	2,068	–	–	0.04%	108
2025 Q3	$268K	Hold	2,068	–	–	0.04%	105
2025 Q2	$256K	Hold	2,068	–	–	0.04%	87
2025 Q1	$248K	Hold	2,068	–	–	0.04%	89
2024 Q4	$258K	Buy	+2,068	New	+$264K	0.05%	77

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Horizon Wealth Management's IJJ Position: Q1 2026 in Review

Horizon Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 2,068 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #118.

Horizon Wealth Management first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Horizon Wealth Management held 2,068 shares of iShares S&P Mid-Cap 400 Value ETF worth $274K as of Q1 2026.
Horizon Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #118 holding.
Horizon Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.