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

Independent Solutions 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	$452K	Hold	3,062	–	–	0.06%	149
2026 Q1	$406K	Buy	+3,062	New	+$419K	0.06%	149
2025 Q2	–	Sell	-10,994	Closed	-$1.32M	–	183
2025 Q1	$1.32M	Buy	+10,994	New	+$1.38M	0.29%	94

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

Independent Solutions Wealth Management's IJJ Position: Q2 2026 in Review

Independent Solutions Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 3,062 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #149.

Independent Solutions Wealth Management first reported a position in IJJ in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q1 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Independent Solutions Wealth Management held 3,062 shares of iShares S&P Mid-Cap 400 Value ETF worth $452K as of Q2 2026.
Independent Solutions Wealth Management 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 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #149 holding.
Independent Solutions Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 3 quarters since.
Independent Solutions Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.32M in Q1 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.