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 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 $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 $16.5B AUM 19.94% 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 $8.81B AUM 22.47% 1-Year Est. Return

Independent Solutions Wealth Management's IJJ Position: Q1 2026 in Review

Independent Solutions Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026: 3,062 shares worth $406K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in IJJ as recently as Q1 2025.

Independent Solutions Wealth Management first reported a position in IJJ in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.32M in Q1 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Independent Solutions Wealth Management held 3,062 shares of iShares S&P Mid-Cap 400 Value ETF worth $406K as of Q1 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Independent Solutions Wealth Management position in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Independent Solutions Wealth Management's portfolio in Q1 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 2 quarters since.
Independent Solutions Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.32M in Q1 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.