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

RWA 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 Q2	$3.24M	Buy	21,924 +1,523	+7%	+$215K	0.03%	220
2026 Q1	$2.7M	Buy	20,401 +22	+0.1%	+$3.01K	0.03%	223
2025 Q4	$2.68M	Buy	20,379 +316	+2%	+$41.1K	0.03%	230
2025 Q3	$2.6M	Hold	20,063	–	–	0.03%	232
2025 Q2	$2.48M	Sell	20,063 -68	-0.3%	-$8K	0.03%	225
2025 Q1	$2.41M	Buy	20,131 +18,023	+855%	+$2.26M	0.03%	220
2024 Q4	$263K	Sell	2,108 -34	-2%	-$4.34K	﹤0.01%	499
2024 Q3	$265K	Buy	2,142 +62	+3%	+$7.37K	﹤0.01%	497
2024 Q2	$236K	Hold	2,080	–	–	﹤0.01%	497
2024 Q1	$246K	Sell	2,080 -44	-2%	-$4.95K	﹤0.01%	491
2023 Q4	$242K	Sell	2,124 -209	-9%	-$21.5K	﹤0.01%	475
2023 Q3	$235K	Hold	2,333	–	–	0.01%	342
2023 Q2	$250K	Buy	+2,333	New	+$237K	0.01%	295
2018 Q3	–	Sell	-2,194	Closed	-$178K	–	459
2018 Q2	$178K	Buy	2,194 +494	+29%	+$39.5K	0.02%	239
2018 Q1	$131K	Buy	+1,700	New	+$135K	0.02%	235

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 22.96% 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

RWA Wealth Partners's IJJ Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.5% in Q2 2026, buying an estimated $215K and bringing the position to 21,924 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #220.

RWA Wealth Partners first reported a position in IJJ in Q1 2018 and has held it in 15 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

RWA Wealth Partners held 21,924 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.24M as of Q2 2026.
RWA Wealth Partners bought 1,523 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $215K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #220 holding.
RWA Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 15 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.