Laurel Oak Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Laurel Oak Wealth Management's IJJ Position: Q2 2026 in Review
Laurel Oak Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.1% in Q2 2026, selling an estimated $5.52K and leaving 3,601 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #190.
Laurel Oak Wealth Management first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Laurel Oak Wealth Management held 3,601 shares of iShares S&P Mid-Cap 400 Value ETF worth $532K as of Q2 2026.
- Laurel Oak Wealth Management sold 39 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $5.52K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.08% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #190 holding.
- Laurel Oak Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.