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

Merited 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 		– Sell
-412
Closed -$54.2K – 179
2025
Q4 		$54.2K Buy
+412
New +$53.6K 0.05% 116

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Merited Wealth's IJJ Position: Q1 2026 in Review

Merited Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 412 shares — an estimated $54.2K sold.

Merited Wealth first reported a position in IJJ in Q4 2025 and held it in 1 quarter. The position peaked at $54.2K in Q4 2025. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Merited Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 412 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $54.2K.
  • Merited Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $54.2K in Q4 2025.
  • 849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.