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

Modera 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	$4.43M	Buy	30,008 +62	+0.2%	+$8.77K	0.05%	197
2026 Q1	$3.97M	Hold	29,946	–	–	0.05%	198
2025 Q4	$3.94M	Hold	29,946	–	–	0.05%	208
2025 Q3	$3.88M	Sell	29,946 -573	-2%	-$73.4K	0.05%	204
2025 Q2	$3.77M	Buy	30,519 +28	+0.1%	+$3.29K	0.05%	204
2025 Q1	$3.65M	Buy	30,491 +462	+2%	+$57.8K	0.05%	201
2024 Q4	$3.75M	Buy	30,029 +293	+1%	+$37.4K	0.05%	202
2024 Q3	$3.68M	Hold	29,736	–	–	0.05%	191
2024 Q2	$3.37M	Buy	29,736 +1,890	+7%	+$216K	0.05%	187
2024 Q1	$3.29M	Sell	27,846 -27	-0.1%	-$3.04K	0.05%	191
2023 Q4	$3.18M	Hold	27,873	–	–	0.05%	185
2023 Q3	$2.81M	Sell	27,873 -235	-0.8%	-$25.1K	0.05%	188
2023 Q2	$3.01M	Buy	28,108 +1,617	+6%	+$164K	0.05%	189
2023 Q1	$2.72M	Buy	26,491 +235	+0.9%	+$25.1K	0.11%	80
2022 Q4	$2.65M	Sell	26,256 -28	-0.1%	-$2.8K	0.11%	84
2022 Q3	$2.37M	Hold	26,284	–	–	0.12%	82
2022 Q2	$2.48M	Sell	26,284 -59	-0.2%	-$6.02K	0.12%	83
2022 Q1	$2.89M	Sell	26,343 -476	-2%	-$51.4K	0.13%	82
2021 Q4	$2.97M	Buy	26,819 +23,359	+675%	+$2.54M	0.11%	89
2021 Q3	$357K	Buy	3,460 +764	+28%	+$80.3K	0.02%	184
2021 Q2	$284K	Buy	+2,696	New	+$288K	0.02%	186
2020 Q4	–	Sell	-5,872	Closed	-$396K	–	244
2020 Q3	$396K	Sell	5,872 -400	-6%	-$27.6K	0.06%	102
2020 Q2	$417K	Buy	6,272 +800	+15%	+$50.2K	0.07%	96
2020 Q1	$300K	Hold	5,472	–	–	0.06%	111
2019 Q4	$467K	Hold	5,472	–	–	0.07%	82
2019 Q3	$437K	Hold	5,472	–	–	0.07%	84
2019 Q2	$436K	Hold	5,472	–	–	0.08%	82
2019 Q1	$429K	Sell	5,472 -612	-10%	-$47.4K	0.08%	81
2018 Q4	$421K	Hold	6,084	–	–	0.08%	76
2018 Q3	$509K	Buy	+6,084	New	+$508K	0.1%	72

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

Modera Wealth Management's IJJ Position: Q2 2026 in Review

Modera Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.21% in Q2 2026, buying an estimated $8.77K and bringing the position to 30,008 shares worth $4.43M. The position accounts for 0.05% of the portfolio, ranked #197.

Modera Wealth Management first reported a position in IJJ in Q3 2018 and has held it in 30 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Modera Wealth Management held 30,008 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.43M as of Q2 2026.
Modera Wealth Management bought 62 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $8.77K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #197 holding.
Modera Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 30 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.