Pacific Excel Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pacific Excel Wealth Advisors’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	$338K	Buy	+2,287	New	+$324K	0.13%	129

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

Pacific Excel Wealth Advisors's IJJ Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 2,287 shares worth $338K. The stake represents 0.13% of the portfolio and ranks #129 among its holdings.

874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Pacific Excel Wealth Advisors held 2,287 shares of iShares S&P Mid-Cap 400 Value ETF worth $338K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #129 holding.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.