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

Perfromance Wealth Partners’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 Q1	$616K	Hold	4,649	–	–	0.02%	108
2025 Q4	$612K	Buy	4,649 +24	+0.5%	+$3.12K	0.02%	110
2025 Q3	$600K	Hold	4,625	–	–	0.02%	103
2025 Q2	$572K	Hold	4,625	–	–	0.02%	99
2025 Q1	$554K	Hold	4,625	–	–	0.02%	87
2024 Q4	$578K	Hold	4,625	–	–	0.02%	91
2024 Q3	$572K	Hold	4,625	–	–	0.02%	95
2024 Q2	$525K	Hold	4,625	–	–	0.02%	83
2024 Q1	$547K	Hold	4,625	–	–	0.02%	90
2023 Q4	$527K	Sell	4,625 -1,683	-27%	-$173K	0.02%	100
2023 Q3	$637K	Hold	6,308	–	–	0.03%	93
2023 Q2	$673K	Hold	6,308	–	–	0.03%	96
2023 Q1	$648K	Sell	6,308 -160	-2%	-$17.1K	0.03%	94
2022 Q4	$652K	Sell	6,468 -431	-6%	-$43K	0.04%	89
2022 Q3	$621K	Hold	6,899	–	–	0.04%	87
2022 Q2	$651K	Hold	6,899	–	–	0.04%	88
2022 Q1	$756K	Hold	6,899	–	–	0.03%	90
2021 Q4	$764K	Buy	+6,899	New	+$751K	0.03%	95

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Perfromance Wealth Partners's IJJ Position: Q1 2026 in Review

Perfromance Wealth Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 4,649 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #108.

Perfromance Wealth Partners first reported a position in IJJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $764K in Q4 2021. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Perfromance Wealth Partners held 4,649 shares of iShares S&P Mid-Cap 400 Value ETF worth $616K as of Q1 2026.
Perfromance Wealth Partners left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #108 holding.
Perfromance Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $764K in Q4 2021.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.