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

Monetary Solutions’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 		$15.5K Hold
105
– – 0.01% 187
2026
Q1 		$13.9K Hold
105
– – 0.01% 182
2025
Q4 		$13.8K Buy
+105
New +$13.7K 0.01% 184

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monetary Solutions's IJJ Position: Q2 2026 in Review

Monetary Solutions held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 105 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #187.

Monetary Solutions first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Monetary Solutions held 105 shares of iShares S&P Mid-Cap 400 Value ETF worth $15.5K as of Q2 2026.
  • Monetary Solutions 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 0.01% of Monetary Solutions's portfolio in Q2 2026, its #187 holding.
  • Monetary Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.