Mission Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Buy |
12,874
+7,373
| +134% | +$1.04M | 0.02% | 325 |
|
|
2026
Q1 | $729K | Sell |
5,501
-1,066
| -16% | -$146K | 0.02% | 393 |
|
|
2025
Q4 | $864K | Buy |
6,567
+1,825
| +38% | +$238K | 0.02% | 364 |
|
|
2025
Q3 | $615K | Sell |
4,742
-676
| -12% | -$86.6K | 0.01% | 436 |
|
|
2025
Q2 | $670K | Sell |
5,418
-13
| -0.2% | -$1.53K | 0.01% | 410 |
|
|
2025
Q1 | $650K | Sell |
5,431
-69
| -1% | -$8.64K | 0.02% | 396 |
|
|
2024
Q4 | $687K | Sell |
5,500
-248
| -4% | -$31.7K | 0.02% | 361 |
|
|
2024
Q3 | $711K | Buy |
5,748
+2,317
| +68% | +$275K | 0.02% | 359 |
|
|
2024
Q2 | $389K | Buy |
3,431
+474
| +16% | +$54.1K | 0.01% | 473 |
|
|
2024
Q1 | $350K | Buy |
2,957
+396
| +15% | +$44.6K | 0.01% | 522 |
|
|
2023
Q4 | $292K | Buy |
+2,561
| New | +$263K | 0.01% | 475 |
|
|
2023
Q3 | – | Sell |
-1,913
| Closed | -$205K | – | 562 |
|
|
2023
Q2 | $205K | Buy |
+1,913
| New | +$194K | 0.01% | 516 |
|
|
2022
Q4 | – | Sell |
-2,464
| Closed | -$222K | – | 536 |
|
|
2022
Q3 | $222K | Sell |
2,464
-12
| -0.5% | -$1.2K | 0.01% | 448 |
|
|
2022
Q2 | $234K | Buy |
2,476
+40
| +2% | +$4.08K | 0.01% | 448 |
|
|
2022
Q1 | $267K | Hold |
2,436
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $270K | Hold |
2,436
| – | – | 0.01% | 458 |
|
|
2021
Q3 | $251K | Buy |
2,436
+183
| +8% | +$19.2K | 0.01% | 451 |
|
|
2021
Q2 | $237K | Hold |
2,253
| – | – | 0.01% | 443 |
|
|
2021
Q1 | $230K | Sell |
2,253
-5,468
| -71% | -$522K | 0.01% | 408 |
|
|
2020
Q4 | $666K | Sell |
7,721
-99
| -1% | -$7.77K | 0.04% | 189 |
|
|
2020
Q3 | $527K | Buy |
7,820
+20
| +0.3% | +$1.38K | 0.04% | 197 |
|
|
2020
Q2 | $518K | Hold |
7,800
| – | – | 0.04% | 178 |
|
|
2020
Q1 | $428K | Sell |
7,800
-72
| -0.9% | -$5.41K | 0.05% | 173 |
|
|
2019
Q4 | $672K | Sell |
7,872
-962
| -11% | -$79.1K | 0.06% | 148 |
|
|
2019
Q3 | $706K | Sell |
8,834
-24
| -0.3% | -$1.89K | 0.08% | 134 |
|
|
2019
Q2 | $706K | Buy |
8,858
+6
| +0.1% | +$476 | 0.08% | 129 |
|
|
2019
Q1 | $695K | Sell |
8,852
-14
| -0.2% | -$1.08K | 0.08% | 127 |
|
|
2018
Q4 | $613K | Sell |
8,866
-1,794
| -17% | -$137K | 0.08% | 124 |
|
|
2018
Q3 | $892K | Sell |
10,660
-272
| -2% | -$22.7K | 0.12% | 98 |
|
|
2018
Q2 | $886K | Buy |
10,932
+3,962
| +57% | +$317K | 0.13% | 91 |
|
|
2018
Q1 | $538K | Buy |
+6,970
| New | +$553K | 0.09% | 109 |
|
Other funds holding IJJ
DADC
Mission Wealth Management's IJJ Position: Q2 2026 in Review
Mission Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 134% in Q2 2026, buying an estimated $1.04M and bringing the position to 12,874 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #325.
Mission Wealth Management first reported a position in IJJ in Q1 2018 and has held it in 31 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Mission Wealth Management held 12,874 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.9M as of Q2 2026.
- Mission Wealth Management bought 7,373 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.04M.
- iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #325 holding.
- Mission Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 31 quarters since.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.