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

LMG Wealth Partners’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	$9.04M	Sell	61,225 -1,554	-2%	-$220K	1.45%	19
2026 Q1	$8.32M	Buy	62,779 +320	+0.5%	+$43.8K	1.52%	18
2025 Q4	$8.22M	Buy	62,459 +3,348	+6%	+$436K	1.53%	16
2025 Q3	$7.67M	Buy	59,111 +1	+0%	+$128	1.43%	18
2025 Q2	$7.3M	Buy	59,110 +866	+1%	+$102K	1.5%	20
2025 Q1	$6.97M	Buy	58,244 +414	+0.7%	+$51.8K	1.55%	21
2024 Q4	$7.23M	Buy	57,830 +118	+0.2%	+$15.1K	1.58%	18
2024 Q3	$7.13M	Sell	57,712 -9	-0%	-$1.07K	1.63%	22
2024 Q2	$6.55M	Buy	57,721 +338	+0.6%	+$38.6K	1.63%	22
2024 Q1	$6.79M	Sell	57,383 -82	-0.1%	-$9.23K	1.71%	20
2023 Q4	$6.55M	Sell	57,465 -31	-0.1%	-$3.19K	1.82%	17
2023 Q3	$5.8M	Buy	57,496 +756	+1%	+$80.8K	1.77%	18
2023 Q2	$6.08M	Sell	56,740 -200	-0.4%	-$20.3K	1.86%	18
2023 Q1	$5.85M	Buy	56,940 +719	+1%	+$76.8K	1.89%	19
2022 Q4	$6.1M	Buy	+56,221	New	+$5.61M	2.02%	18

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

LMG Wealth Partners's IJJ Position: Q2 2026 in Review

LMG Wealth Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.5% in Q2 2026, selling an estimated $220K and leaving 61,225 shares worth $9.04M. The position accounts for 1.45% of the portfolio, ranked #19.

LMG Wealth Partners first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

LMG Wealth Partners held 61,225 shares of iShares S&P Mid-Cap 400 Value ETF worth $9.04M as of Q2 2026.
LMG Wealth Partners sold 1,554 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $220K.
iShares S&P Mid-Cap 400 Value ETF made up 1.45% of LMG Wealth Partners's portfolio in Q2 2026, its #19 holding.
LMG Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.