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

StackStone Wealth’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 Q3	$4.33M	Buy	+31,444	New	+$4.61M	0.43%	56

Other funds holding IJJ

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

StackStone Wealth's IJJ Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026: 31,444 shares worth $4.33M. The stake represents 0.43% of the portfolio and ranks #56 among its holdings.

374 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

StackStone Wealth held 31,444 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.33M as of Q3 2026.
iShares S&P Mid-Cap 400 Value ETF was a new StackStone Wealth position in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.43% of StackStone Wealth's portfolio in Q3 2026, its #56 holding.
374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.