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

Lee-Kelleher 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 		$262K Hold
1,772
– – 0.14% 38
2026
Q1 		$235K Sell
1,772
-340
-16% -$46.6K 0.14% 37
2025
Q4 		$278K Hold
2,112
– – 0.17% 33
2025
Q3 		$274K Hold
2,112
– – 0.17% 33
2025
Q2 		$261K Hold
2,112
– – 0.17% 33
2025
Q1 		$253K Hold
2,112
– – 0.19% 33
2024
Q4 		$264K Buy
+2,112
New +$270K 0.19% 35

Other funds holding IJJ

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Lee-Kelleher Wealth Management's IJJ Position: Q2 2026 in Review

Lee-Kelleher Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,772 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #38.

Lee-Kelleher Wealth Management first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $278K in Q4 2025. 219 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Lee-Kelleher Wealth Management held 1,772 shares of iShares S&P Mid-Cap 400 Value ETF worth $262K as of Q2 2026.
  • Lee-Kelleher Wealth Management 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 0.14% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $278K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.