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

Inlight 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	–	Sell	-2,800	Closed	-$368K	–	123
2025 Q4	$368K	Hold	2,800	–	–	0.13%	37
2025 Q3	$363K	Hold	2,800	–	–	0.17%	37
2025 Q2	$346K	Hold	2,800	–	–	0.18%	38
2025 Q1	$335K	Hold	2,800	–	–	0.21%	34
2024 Q4	$350K	Buy	+2,800	New	+$357K	0.23%	37

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

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

Inlight Wealth Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 2,800 shares — an estimated $368K sold.

Inlight Wealth Management first reported a position in IJJ in Q4 2024 and held it in 5 quarters. The position peaked at $368K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Inlight Wealth Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Inlight Wealth Management sold 2,800 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $368K.
Inlight Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 5 quarters.
Inlight Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $368K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.