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

Modern 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 		$8.3M Buy
+56,189
New +$7.95M 0.1% 202
2025
Q2 		– Sell
-14,482
Closed -$1.73M – 789
2025
Q1 		$1.73M Buy
+14,482
New +$1.81M 0.06% 227

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Modern Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 56,189 shares worth $8.3M. The stake represents 0.1% of the portfolio and ranks #202 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in IJJ as recently as Q1 2025.

Modern Wealth Management first reported a position in IJJ in Q1 2025 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Modern Wealth Management held 56,189 shares of iShares S&P Mid-Cap 400 Value ETF worth $8.3M as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new Modern Wealth Management position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.1% of Modern Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Modern Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.