SHP Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
CFB
SHP Wealth Management's IJJ Position: Q1 2026 in Review
SHP Wealth Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.5% in Q1 2026, buying an estimated $274 and bringing the position to 136 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #755.
SHP Wealth Management first reported a position in IJJ in Q4 2025 and has held it in 2 quarters since. 848 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- SHP Wealth Management held 136 shares of iShares S&P Mid-Cap 400 Value ETF worth $18K as of Q1 2026.
- SHP Wealth Management bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $274.
- iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #755 holding.
- SHP Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 2 quarters since.
- 848 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.