MPWT
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MassMutual Private Wealth & Trust’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

MassMutual Private Wealth & Trust’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 		$970K Sell
6,565
-5
-0.1% -$707 0.03% 257
2026
Q1 		$871K Sell
6,570
-10
-0.2% -$1.37K 0.02% 261
2025
Q4 		$866K Sell
6,580
-766
-10% -$99.7K 0.02% 261
2025
Q3 		$953K Sell
7,346
-85
-1% -$10.9K 0.02% 245
2025
Q2 		$918K Hold
7,431
– – 0.02% 251
2025
Q1 		$890K Hold
7,431
– – 0.03% 257
2024
Q4 		$929K Hold
7,431
– – 0.03% 254
2024
Q3 		$919K Buy
7,431
+465
+7% +$55.3K 0.03% 246
2024
Q2 		$790K Sell
6,966
-1,510
-18% -$172K 0.02% 261
2024
Q1 		$1M Sell
8,476
-235
-3% -$26.5K 0.03% 236
2023
Q4 		$993K Hold
8,711
– – 0.03% 233
2023
Q3 		$879K Hold
8,711
– – 0.03% 231
2023
Q2 		$933K Sell
8,711
-1,378
-14% -$140K 0.03% 226
2023
Q1 		$1.04M Buy
10,089
+914
+10% +$97.7K 0.04% 217
2022
Q4 		$925K Sell
9,175
-6,893
-43% -$688K 0.04% 224
2022
Q3 		$1.45M Buy
16,068
+4,512
+39% +$449K 0.07% 196
2022
Q2 		$1.09M Sell
11,556
-46
-0.4% -$4.69K 0.05% 217
2022
Q1 		$1.27M Buy
11,602
+3,701
+47% +$399K 0.05% 214
2021
Q4 		$874K Hold
7,901
– – 0.03% 253
2021
Q3 		$814K Hold
7,901
– – 0.03% 243
2021
Q2 		$832K Buy
7,901
+6,100
+339% +$652K 0.04% 244
2021
Q1 		$184K Buy
1,801
+550
+44% +$52.5K 0.01% 339
2020
Q4 		$108K Buy
1,251
+225
+22% +$17.7K 0.01% 386
2020
Q3 		$69K Sell
1,026
-294
-22% -$20.3K ﹤0.01% 392
2020
Q2 		$88K Buy
1,320
+56
+4% +$3.51K 0.01% 373
2020
Q1 		$69K Hold
1,264
– – 0.01% 355
2019
Q4 		$108K Hold
1,264
– – 0.01% 380
2019
Q3 		$101K Hold
1,264
– – 0.01% 379
2019
Q2 		$101K Hold
1,264
– – 0.01% 378
2019
Q1 		$99.2K Sell
1,264
-170
-12% -$13.2K 0.01% 382
2018
Q4 		$99.2K Buy
1,434
+210
+17% +$16.1K 0.01% 368
2018
Q3 		$102K Hold
1,224
– – 0.01% 377
2018
Q2 		$99.2K Buy
1,224
+850
+227% +$68K 0.01% 375
2018
Q1 		$28.9K Sell
374
-100
-21% -$7.93K ﹤0.01% 460
2017
Q4 		$37.9K Hold
474
– – ﹤0.01% 470
2017
Q3 		$36.2K Hold
474
– – ﹤0.01% 551
2017
Q2 		$35.2K Hold
474
– – ﹤0.01% 533
2017
Q1 		$35.2K Hold
474
– – ﹤0.01% 519
2016
Q4 		$34.4K Buy
+474
New +$32.8K ﹤0.01% 384
2016
Q2 		$30.3K Sell
474
-108
-19% -$6.8K ﹤0.01% 433
2016
Q1 		$36.1K Sell
582
-142
-20% -$8.05K ﹤0.01% 396
2015
Q4 		$42.4K Buy
724
+474
+190% +$28.7K 0.01% 370
2015
Q3 		$15K Hold
250
– – ﹤0.01% 482
2015
Q2 		$15.9K Sell
250
-350
-58% -$23.1K ﹤0.01% 446
2015
Q1 		$39.3K Buy
600
+350
+140% +$22.5K 0.01% 378
2014
Q4 		$16K Hold
250
– – 0.01% 357
2014
Q3 		$15K Hold
250
– – ﹤0.01% 471
2014
Q2 		$15.9K Hold
250
– – 0.01% 317
2014
Q1 		$15.1K Hold
250
– – 0.01% 296
2013
Q4 		$14.5K Buy
+250
New +$14.1K 0.01% 266

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's IJJ Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.08% in Q2 2026, selling an estimated $707 and leaving 6,565 shares worth $970K. The position accounts for 0.03% of the portfolio, ranked #257.

MassMutual Private Wealth & Trust first reported a position in IJJ in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.45M in Q3 2022. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 6,565 shares of iShares S&P Mid-Cap 400 Value ETF worth $970K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 5 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $707.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #257 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.45M in Q3 2022.
  • 432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.