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

McGlone Suttner 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	$224K	Hold	1,515	–	–	0.03%	189
2026 Q1	$201K	Buy	+1,515	New	+$207K	0.03%	188
2024 Q1	–	Sell	-1,633	Closed	-$186K	–	477
2023 Q4	$186K	Buy	+1,633	New	+$168K	0.04%	165
2023 Q3	–	Sell	-1,979	Closed	-$212K	–	149
2023 Q2	$212K	Buy	+1,979	New	+$201K	0.05%	142

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

McGlone Suttner Wealth Management's IJJ Position: Q2 2026 in Review

McGlone Suttner Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,515 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #189.

McGlone Suttner Wealth Management first reported a position in IJJ in Q2 2023 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

McGlone Suttner Wealth Management held 1,515 shares of iShares S&P Mid-Cap 400 Value ETF worth $224K as of Q2 2026.
McGlone Suttner Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #189 holding.
McGlone Suttner Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 4 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.