RWM
IJJ icon

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

Rockwood 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 		$345K Hold
2,333
– – 0.02% 99
2026
Q1 		$309K Hold
2,333
– – 0.02% 92
2025
Q4 		$307K Hold
2,333
– – 0.02% 89
2025
Q3 		$303K Hold
2,333
– – 0.02% 83
2025
Q2 		$288K Sell
2,333
-4
-0.2% -$471 0.03% 80
2025
Q1 		$280K Hold
2,337
– – 0.03% 77
2024
Q4 		$290K Hold
2,337
– – 0.03% 70
2024
Q3 		$289K Hold
2,337
– – 0.03% 68
2024
Q2 		$265K Hold
2,337
– – 0.03% 70
2024
Q1 		$277K Sell
2,337
-95
-4% -$10.7K 0.04% 69
2023
Q4 		$277K Sell
2,432
-41
-2% -$4.22K 0.04% 63
2023
Q3 		$250K Hold
2,473
– – 0.04% 58
2023
Q2 		$265K Buy
2,473
+7
+0.3% +$711 0.05% 65
2023
Q1 		$253K Buy
2,466
+11
+0.4% +$1.18K 0.05% 59
2022
Q4 		$247K Buy
2,455
+29
+1% +$2.9K 0.06% 58
2022
Q3 		$218K Buy
2,426
+136
+6% +$13.5K 0.07% 63
2022
Q2 		$216K Buy
2,290
+9
+0.4% +$918 0.1% 65
2022
Q1 		$250K Buy
2,281
+8
+0.4% +$863 0.12% 66
2021
Q4 		$252K Buy
+2,273
New +$247K 0.11% 100

Other funds holding IJJ

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
EK
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Rockwood Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,333 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #99.

Rockwood Wealth Management first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Rockwood Wealth Management held 2,333 shares of iShares S&P Mid-Cap 400 Value ETF worth $345K as of Q2 2026.
  • Rockwood 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 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Rockwood Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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