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

Revolve 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	–	Sell	-1,594	Closed	-$210K	–	236
2025 Q4	$210K	Sell	1,594 -27	-2%	-$3.52K	0.02%	216
2025 Q3	$210K	Sell	1,621 -16	-1%	-$2.05K	0.03%	217
2025 Q2	$202K	Buy	+1,637	New	+$193K	0.03%	220
2025 Q1	–	Sell	-1,712	Closed	-$214K	–	233
2024 Q4	$214K	Hold	1,712	–	–	0.03%	205
2024 Q3	$212K	Buy	+1,712	New	+$204K	0.03%	188
2024 Q2	–	Sell	-1,804	Closed	-$213K	–	185
2024 Q1	$213K	Sell	1,804 -21	-1%	-$2.36K	0.04%	173
2023 Q4	$208K	Buy	+1,825	New	+$188K	0.04%	156
2023 Q3	–	Sell	-1,919	Closed	-$206K	–	154
2023 Q2	$206K	Buy	+1,919	New	+$195K	0.05%	140
2022 Q3	–	Sell	-2,689	Closed	-$254K	–	137
2022 Q2	$254K	Sell	2,689 -255	-9%	-$26K	0.08%	106
2022 Q1	$323K	Sell	2,944 -179	-6%	-$19.3K	0.09%	98
2021 Q4	$346K	Buy	+3,123	New	+$340K	0.1%	100

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Revolve Wealth Partners sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 1,594 shares — an estimated $210K sold.

Revolve Wealth Partners first reported a position in IJJ in Q4 2021 and held it in 11 quarters. The position peaked at $346K in Q4 2021. 849 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Revolve Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Revolve Wealth Partners sold 1,594 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $210K.
Revolve Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and held it in 11 quarters.
Revolve Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $346K in Q4 2021.
849 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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