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

Presilium Private Wealth’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	$1.54M	Sell	10,394 -309	-3%	-$43.7K	0.24%	24
2026 Q1	$1.42M	Buy	10,703 +288	+3%	+$39.4K	0.25%	23
2025 Q4	$1.37M	Buy	10,415 +215	+2%	+$28K	0.25%	24
2025 Q3	$1.32M	Buy	10,200 +288	+3%	+$36.9K	0.25%	26
2025 Q2	$1.22M	Sell	9,912 -5,075	-34%	-$597K	0.25%	24
2025 Q1	$1.79M	Sell	14,987 -3,957	-21%	-$495K	0.4%	25
2024 Q4	$2.37M	Sell	18,944 -34	-0.2%	-$4.34K	0.54%	24
2024 Q3	$2.35M	Sell	18,978 -162	-0.8%	-$19.3K	0.54%	25
2024 Q2	$2.17M	Buy	19,140 +25	+0.1%	+$2.85K	0.55%	25
2024 Q1	$2.26M	Sell	19,115 -923	-5%	-$104K	0.6%	25
2023 Q4	$2.29M	Buy	20,038 +16,104	+409%	+$1.66M	0.65%	27
2023 Q3	$397K	Buy	3,934 +16	+0.4%	+$1.71K	0.13%	44
2023 Q2	$420K	Buy	3,918 +1,000	+34%	+$102K	0.14%	42
2023 Q1	$300K	Hold	2,918	–	–	0.12%	42
2022 Q4	$294K	Buy	+2,918	New	+$291K	0.12%	41

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 22.9% 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

Presilium Private Wealth's IJJ Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.9% in Q2 2026, selling an estimated $43.7K and leaving 10,394 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #24.

Presilium Private Wealth first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q4 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Presilium Private Wealth held 10,394 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.54M as of Q2 2026.
Presilium Private Wealth sold 309 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $43.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.24% of Presilium Private Wealth's portfolio in Q2 2026, its #24 holding.
Presilium Private Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 15 quarters since.
Presilium Private Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.37M in Q4 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.