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

McCarter Private Wealth Services’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	$207K	Buy	+1,400	New	+$198K	0.07%	176
2025 Q4	–	Sell	-1,821	Closed	-$236K	–	156
2025 Q3	$236K	Sell	1,821 -64	-3%	-$8.2K	0.12%	118
2025 Q2	$233K	Buy	+1,885	New	+$222K	0.13%	107

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

McCarter Private Wealth Services's IJJ Position: Q2 2026 in Review

McCarter Private Wealth Services opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,400 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #176 among its holdings. This is a return to the name: McCarter Private Wealth Services previously reported a position in IJJ as recently as Q3 2025.

McCarter Private Wealth Services first reported a position in IJJ in Q2 2025 and has held it in 3 quarters since. The position peaked at $236K in Q3 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

McCarter Private Wealth Services held 1,400 shares of iShares S&P Mid-Cap 400 Value ETF worth $207K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new McCarter Private Wealth Services position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.07% of McCarter Private Wealth Services's portfolio in Q2 2026, its #176 holding.
McCarter Private Wealth Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 3 quarters since.
McCarter Private Wealth Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $236K in Q3 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.