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

Pension & Wealth Management 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	$18.9K	Hold	128	–	–	0.01%	401
2026 Q1	$17K	Buy	+128	New	+$17.5K	0.01%	373

Other funds holding IJJ

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pension & Wealth Management Advisors's IJJ Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 128 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #401.

Pension & Wealth Management Advisors first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Pension & Wealth Management Advisors held 128 shares of iShares S&P Mid-Cap 400 Value ETF worth $18.9K as of Q2 2026.
Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors's portfolio in Q2 2026, its #401 holding.
Pension & Wealth Management Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
847 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.