KWA
IJJ icon

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

Kingswood Wealth Advisors’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 		$301K Hold
2,038
– – 0.01% 774
2026
Q1 		$270K Sell
2,038
-154
-7% -$21.1K 0.01% 755
2025
Q4 		$288K Sell
2,192
-68
-3% -$8.85K 0.01% 693
2025
Q3 		$293K Buy
2,260
+238
+12% +$30.5K 0.02% 638
2025
Q2 		$250K Sell
2,022
-382
-16% -$44.9K 0.02% 626
2025
Q1 		$288K Buy
2,404
+695
+41% +$87K 0.03% 563
2024
Q4 		$214K Buy
+1,709
New +$218K 0.02% 717

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kingswood Wealth Advisors's IJJ Position: Q2 2026 in Review

Kingswood Wealth Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,038 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #774.

Kingswood Wealth Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Kingswood Wealth Advisors held 2,038 shares of iShares S&P Mid-Cap 400 Value ETF worth $301K as of Q2 2026.
  • Kingswood Wealth Advisors 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 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #774 holding.
  • Kingswood Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.