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

Noble Wealth Management PBC’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 Q3	$6.2K	Sell	45 -34	-43%	-$4.98K	﹤0.01%	508
2026 Q2	$11.7K	Hold	79	–	–	0.01%	455
2026 Q1	$10.5K	Hold	79	–	–	0.01%	449
2025 Q4	$10.4K	Hold	79	–	–	0.01%	455
2025 Q3	$10.2K	Buy	+79	New	+$10.1K	0.01%	435
2025 Q1	$9.46K	Sell	79 -29	-27%	-$3.63K	0.01%	387
2024 Q4	$13.5K	Buy	+108	New	+$13.8K	0.01%	316

Other funds holding IJJ

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Noble Wealth Management PBC's IJJ Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 43% in Q3 2026, selling an estimated $4.98K and leaving 45 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Noble Wealth Management PBC first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q4 2024. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Noble Wealth Management PBC held 45 shares of iShares S&P Mid-Cap 400 Value ETF worth $6.2K as of Q3 2026.
Noble Wealth Management PBC sold 34 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $4.98K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #508 holding.
Noble Wealth Management PBC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's iShares S&P Mid-Cap 400 Value ETF position peaked at $13.5K in Q4 2024.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.