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

Liberty 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	$497K	Hold	3,750	–	–	0.06%	148
2026 Q1	$497K	Buy	3,750 +12	+0.3%	+$1.64K	0.06%	148
2025 Q4	$492K	Buy	3,738 +22	+0.6%	+$2.86K	0.06%	134
2025 Q3	$482K	Buy	3,716 +15	+0.4%	+$1.92K	0.07%	134
2025 Q2	$457K	Buy	3,701 +15	+0.4%	+$1.76K	0.07%	133
2025 Q1	$441K	Buy	3,686 +13	+0.4%	+$1.63K	0.08%	98
2024 Q4	$459K	Buy	3,673 +19	+0.5%	+$2.43K	0.08%	125
2024 Q3	$452K	Sell	3,654 -389,092	-99%	-$46.3M	0.08%	123
2024 Q2	$412K	Buy	+392,746	New	+$44.8M	0.08%	123
2021 Q4	–	Sell	-412	Closed	-$42K	–	608
2021 Q3	$42K	Hold	412	–	–	0.02%	460
2021 Q2	$43K	Hold	412	–	–	0.02%	350
2021 Q1	$36K	Hold	412	–	–	0.02%	345
2020 Q4	$36K	Hold	412	–	–	0.02%	342
2020 Q3	$28K	Hold	412	–	–	0.02%	341
2020 Q2	$27K	Buy	412 +298	+261%	+$18.7K	0.02%	332
2020 Q1	$6K	Hold	114	–	–	0.01%	545
2019 Q4	$10K	Hold	114	–	–	0.01%	536
2019 Q3	$9K	Hold	114	–	–	0.01%	537
2019 Q2	$9K	Hold	114	–	–	0.01%	543
2019 Q1	$8K	Hold	114	–	–	0.01%	470
2018 Q4	$7K	Buy	+114	New	+$8.71K	0.01%	482

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 22.96% 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

Liberty Wealth Management's IJJ Position: Q2 2026 in Review

Liberty Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 3,750 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #148.

Liberty Wealth Management first reported a position in IJJ in Q4 2018 and has held it in 21 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Liberty Wealth Management held 3,750 shares of iShares S&P Mid-Cap 400 Value ETF worth $497K as of Q2 2026.
Liberty 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 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #148 holding.
Liberty Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 21 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.