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

Mascoma 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	$122K	Sell	825 -48	-5%	-$6.79K	0.02%	125
2026 Q1	$116K	Hold	873	–	–	0.02%	124
2025 Q4	$115K	Hold	873	–	–	0.02%	121
2025 Q3	$113K	Hold	873	–	–	0.03%	128
2025 Q2	$108K	Sell	873 -220	-20%	-$25.9K	0.03%	123
2025 Q1	$131K	Sell	1,093 -200	-15%	-$25K	0.03%	115
2024 Q4	$162K	Hold	1,293	–	–	0.04%	105
2024 Q3	$160K	Sell	1,293 -100	-7%	-$11.9K	0.04%	106
2024 Q2	$158K	Hold	1,393	–	–	0.04%	105
2024 Q1	$165K	Hold	1,393	–	–	0.05%	107
2023 Q4	$159K	Sell	1,393 -638	-31%	-$65.6K	0.05%	110
2023 Q3	$205K	Buy	2,031 +78	+4%	+$8.34K	0.06%	101
2023 Q2	$214K	Sell	1,953 -166	-8%	-$16.9K	0.07%	98
2023 Q1	$216K	Buy	2,119 +19	+0.9%	+$2.03K	0.06%	115
2022 Q4	$212K	Sell	2,100 -150	-7%	-$15K	0.07%	111
2022 Q3	$202K	Sell	2,250 -348	-13%	-$34.6K	0.07%	108
2022 Q2	$245K	Sell	2,598 -2,626	-50%	-$268K	0.08%	102
2022 Q1	$573K	Buy	5,224 +427	+9%	+$46.1K	0.18%	68
2021 Q4	$531K	Buy	4,797 +4,758	+12,200%	+$518K	0.18%	58
2021 Q3	$4K	Buy	+39	New	+$4.1K	﹤0.01%	393

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

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

Mascoma Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.5% in Q2 2026, selling an estimated $6.79K and leaving 825 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #125.

Mascoma Wealth Management first reported a position in IJJ in Q3 2021 and has held it in 20 quarters since. The position peaked at $573K in Q1 2022. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Mascoma Wealth Management held 825 shares of iShares S&P Mid-Cap 400 Value ETF worth $122K as of Q2 2026.
Mascoma Wealth Management sold 48 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $6.79K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #125 holding.
Mascoma Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2021 and has held it in 20 quarters since.
Mascoma Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $573K in Q1 2022.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.