Relyea Zuckerberg Hanson’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Relyea Zuckerberg Hanson’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	$246K	Buy	1,663 +6	+0.4%	+$849	0.02%	263
2026 Q1	$220K	Buy	1,657 +6	+0.4%	+$822	0.02%	257
2025 Q4	$217K	Buy	1,651 +10	+0.6%	+$1.3K	0.02%	250
2025 Q3	$213K	Buy	1,641 +7	+0.4%	+$896	0.02%	255
2025 Q2	$202K	Sell	1,634 -1,881	-54%	-$221K	0.02%	251
2025 Q1	$421K	Buy	3,515 +13	+0.4%	+$1.63K	0.06%	166
2024 Q4	$438K	Buy	3,502 +19	+0.5%	+$2.43K	0.06%	164
2024 Q3	$431K	Buy	3,483 +20	+0.6%	+$2.38K	0.07%	153
2024 Q2	$393K	Buy	+3,463	New	+$395K	0.07%	149

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

Relyea Zuckerberg Hanson's IJJ Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.36% in Q2 2026, buying an estimated $849 and bringing the position to 1,663 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #263.

Relyea Zuckerberg Hanson first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $438K in Q4 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Relyea Zuckerberg Hanson held 1,663 shares of iShares S&P Mid-Cap 400 Value ETF worth $246K as of Q2 2026.
Relyea Zuckerberg Hanson bought 6 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $849.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #263 holding.
Relyea Zuckerberg Hanson first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
Relyea Zuckerberg Hanson's iShares S&P Mid-Cap 400 Value ETF position peaked at $438K 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 Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.