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

Strategic Family Wealth Counselors’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	$284K	Hold	1,925	–	–	0.07%	147
2026 Q1	$255K	Sell	1,925 -10	-0.5%	-$1.37K	0.07%	139
2025 Q4	$264K	Sell	1,935 -8	-0.4%	-$1.04K	0.06%	184
2025 Q3	$252K	Hold	1,943	–	–	0.06%	133
2025 Q2	$240K	Buy	+1,943	New	+$229K	0.07%	130

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

Strategic Family Wealth Counselors's IJJ Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,925 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #147.

Strategic Family Wealth Counselors first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Strategic Family Wealth Counselors held 1,925 shares of iShares S&P Mid-Cap 400 Value ETF worth $284K as of Q2 2026.
Strategic Family Wealth Counselors 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 0.07% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #147 holding.
Strategic Family Wealth Counselors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.