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

Institute for 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	$30.5K	Buy	+207	New	+$29.3K	﹤0.01%	1013
2014 Q3	–	Sell	-2,364	Closed	-$150K	–	65
2014 Q2	$150K	Sell	2,364 -80	-3%	-$4.87K	0.13%	34
2014 Q1	$147K	Buy	2,444 +442	+22%	+$25.9K	0.13%	48
2013 Q4	$116K	Buy	2,002 +582	+41%	+$32.8K	0.08%	49
2013 Q3	$77K	Buy	+1,420	New	+$75.8K	0.05%	43

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 22.9% 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

Institute for Wealth Management's IJJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 207 shares worth $30.5K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IJJ as recently as Q2 2014.

Institute for Wealth Management first reported a position in IJJ in Q3 2013 and has held it in 5 quarters since. The position peaked at $150K in Q2 2014. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Institute for Wealth Management held 207 shares of iShares S&P Mid-Cap 400 Value ETF worth $30.5K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Institute for Wealth Management position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1013 holding.
Institute for Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2013 and has held it in 5 quarters since.
Institute for Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $150K in Q2 2014.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.