IWB
IJJ icon

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

Innovative Wealth Building’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 		$1.01M Sell
6,870
-367
-5% -$51.9K 0.59% 30
2026
Q1 		$959K Sell
7,237
-504
-7% -$69K 0.67% 27
2025
Q4 		$1.02M Sell
7,741
-273
-3% -$35.5K 0.74% 23
2025
Q3 		$1.04M Sell
8,014
-3,796
-32% -$486K 0.81% 23
2025
Q2 		$1.46M Sell
11,810
-1,396
-11% -$164K 1.21% 17
2025
Q1 		$1.58M Sell
13,206
-543
-4% -$68K 1.46% 16
2024
Q4 		$1.72M Buy
+13,749
New +$1.76M 1.55% 16

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Innovative Wealth Building's IJJ Position: Q2 2026 in Review

Innovative Wealth Building reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.1% in Q2 2026, selling an estimated $51.9K and leaving 6,870 shares worth $1.01M. The position accounts for 0.59% of the portfolio, ranked #30.

Innovative Wealth Building first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q4 2024. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Innovative Wealth Building held 6,870 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.01M as of Q2 2026.
  • Innovative Wealth Building sold 367 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $51.9K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.59% of Innovative Wealth Building's portfolio in Q2 2026, its #30 holding.
  • Innovative Wealth Building first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Innovative Wealth Building's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.72M in Q4 2024.
  • 586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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