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

MBL Wealth’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	$251K	Sell	1,700 -50	-3%	-$7.07K	0.02%	327
2026 Q1	$232K	Hold	1,750	–	–	0.02%	297
2025 Q4	$230K	Hold	1,750	–	–	0.02%	269
2025 Q3	$227K	Hold	1,750	–	–	0.02%	233
2025 Q2	$216K	Sell	1,750 -25	-1%	-$2.94K	0.02%	224
2025 Q1	$213K	Hold	1,775	–	–	0.02%	224
2024 Q4	$222K	Sell	1,775 -75	-4%	-$9.57K	0.02%	207
2024 Q3	$229K	Buy	1,850 +50	+3%	+$5.95K	0.02%	185
2024 Q2	$204K	Sell	1,800 -20	-1%	-$2.28K	0.02%	196
2024 Q1	$215K	Sell	1,820 -10	-0.5%	-$1.13K	0.02%	182
2023 Q4	$209K	Buy	+1,830	New	+$188K	0.03%	176
2023 Q3	–	Sell	-1,950	Closed	-$209K	–	185
2023 Q2	$209K	Hold	1,950	–	–	0.03%	169
2023 Q1	$200K	Buy	+1,950	New	+$208K	0.03%	155

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

MBL Wealth's IJJ Position: Q2 2026 in Review

MBL Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.9% in Q2 2026, selling an estimated $7.07K and leaving 1,700 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #327.

MBL Wealth first reported a position in IJJ in Q1 2023 and has held it in 13 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

MBL Wealth held 1,700 shares of iShares S&P Mid-Cap 400 Value ETF worth $251K as of Q2 2026.
MBL Wealth sold 50 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $7.07K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #327 holding.
MBL Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 13 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.