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

Perissos Private 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	$220K	Buy	+1,489	New	+$211K	0.15%	74

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

Perissos Private Wealth Management's IJJ Position: Q2 2026 in Review

Perissos Private Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,489 shares worth $220K. The stake represents 0.15% of the portfolio and ranks #74 among its holdings.

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

Perissos Private Wealth Management held 1,489 shares of iShares S&P Mid-Cap 400 Value ETF worth $220K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Perissos Private Wealth Management position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.15% of Perissos Private Wealth Management's portfolio in Q2 2026, its #74 holding.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.