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

Partners 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	$649K	Hold	4,394	–	–	0.64%	42
2026 Q1	$582K	Buy	4,394 +100	+2%	+$13.7K	0.6%	46
2025 Q4	$565K	Hold	4,294	–	–	0.59%	46
2025 Q3	$557K	Buy	4,294 +89	+2%	+$11.4K	0.55%	52
2025 Q2	$505K	Hold	4,205	–	–	0.57%	49
2025 Q1	$503K	Hold	4,205	–	–	0.57%	50
2024 Q4	$525K	Buy	+4,205	New	+$537K	0.6%	49

Other funds holding IJJ

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Partners Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,394 shares worth $649K. The position accounts for 0.64% of the portfolio, ranked #42.

Partners Wealth Management first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Partners Wealth Management held 4,394 shares of iShares S&P Mid-Cap 400 Value ETF worth $649K as of Q2 2026.
Partners Wealth Management 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 0.64% of Partners Wealth Management's portfolio in Q2 2026, its #42 holding.
Partners Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
262 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.