Private Wealth Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Private Wealth Asset Management's IJJ Position: Q2 2026 in Review
Private Wealth Asset Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 11% in Q2 2026, buying an estimated $99.2K and bringing the position to 7,099 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #124.
Private Wealth Asset Management first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Private Wealth Asset Management held 7,099 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.05M as of Q2 2026.
- Private Wealth Asset Management bought 701 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $99.2K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.1% of Private Wealth Asset Management's portfolio in Q2 2026, its #124 holding.
- Private Wealth Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 6 quarters since.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.