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

Riverbend 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	$591K	Hold	4,000	–	–	0.3%	92
2026 Q1	$530K	Hold	4,000	–	–	0.3%	86
2025 Q4	$526K	Hold	4,000	–	–	0.33%	81
2025 Q3	$519K	Hold	4,000	–	–	0.36%	77
2025 Q2	$494K	Hold	4,000	–	–	0.37%	77
2025 Q1	$479K	Hold	4,000	–	–	0.43%	70
2024 Q4	$500K	Buy	+4,000	New	+$511K	0.45%	62

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Riverbend Wealth Management's IJJ Position: Q2 2026 in Review

Riverbend Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,000 shares worth $591K. The position accounts for 0.3% of the portfolio, ranked #92.

Riverbend Wealth Management first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 437 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Riverbend Wealth Management held 4,000 shares of iShares S&P Mid-Cap 400 Value ETF worth $591K as of Q2 2026.
Riverbend Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.3% of Riverbend Wealth Management's portfolio in Q2 2026, its #92 holding.
Riverbend Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
437 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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