MW
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return