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

Oxler Private Wealth’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	$2.42M	Sell	16,382 -1,179	-7%	-$167K	0.69%	28
2026 Q1	$2.33M	Sell	17,561 -478	-3%	-$65.5K	0.73%	26
2025 Q4	$2.37M	Sell	18,039 -79	-0.4%	-$10.3K	0.69%	26
2025 Q3	$2.35M	Sell	18,118 -217	-1%	-$27.8K	0.68%	27
2025 Q2	$2.27M	Sell	18,335 -1,454	-7%	-$171K	0.71%	26
2025 Q1	$2.37M	Sell	19,789 -551	-3%	-$69K	0.83%	26
2024 Q4	$2.54M	Sell	20,340 -1,163	-5%	-$148K	0.84%	25
2024 Q3	$2.66M	Sell	21,503 -165	-0.8%	-$19.6K	0.93%	25
2024 Q2	$2.46M	Sell	21,668 -91	-0.4%	-$10.4K	0.91%	27
2024 Q1	$2.57M	Sell	21,759 -399	-2%	-$44.9K	1.01%	27
2023 Q4	$2.53M	Sell	22,158 -78	-0.4%	-$8.02K	2.1%	13
2023 Q3	$2.25M	Sell	22,236 -465	-2%	-$49.7K	1.13%	26
2023 Q2	$2.43M	Sell	22,701 -13,421	-37%	-$1.36M	1.16%	24
2023 Q1	$3.71M	Buy	36,122 +928	+3%	+$99.2K	1.83%	14
2022 Q4	$3.55M	Sell	35,194 -604	-2%	-$60.3K	1.91%	15
2022 Q3	$3.24M	Buy	35,798 +537	+2%	+$53.5K	1.81%	13
2022 Q2	$3.33M	Buy	35,261 +6,336	+22%	+$646K	1.6%	17
2022 Q1	$3.17M	Buy	28,925 +28	+0.1%	+$3.02K	1.43%	18
2021 Q4	$3.2M	Buy	28,897 +1,595	+6%	+$174K	1.33%	19
2021 Q3	$2.81M	Buy	27,302 +5,578	+26%	+$586K	1.24%	17
2021 Q2	$2.29M	Buy	21,724 +2,049	+10%	+$219K	1%	28
2021 Q1	$2M	Buy	19,675 +10,031	+104%	+$958K	1.02%	29
2020 Q4	$800K	Buy	+9,644	New	+$757K	0.45%	49

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

Oxler Private Wealth's IJJ Position: Q2 2026 in Review

Oxler Private Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.7% in Q2 2026, selling an estimated $167K and leaving 16,382 shares worth $2.42M. The position accounts for 0.69% of the portfolio, ranked #28.

Oxler Private Wealth first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.71M in Q1 2023. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Oxler Private Wealth held 16,382 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.42M as of Q2 2026.
Oxler Private Wealth sold 1,179 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $167K.
iShares S&P Mid-Cap 400 Value ETF made up 0.69% of Oxler Private Wealth's portfolio in Q2 2026, its #28 holding.
Oxler Private Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
Oxler Private Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.71M in Q1 2023.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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