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

Strategic 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	$63.8K	Buy	432 +6	+1%	+$849	﹤0.01%	481
2026 Q1	$56.4K	Hold	426	–	–	﹤0.01%	494
2025 Q4	$56.1K	Hold	426	–	–	﹤0.01%	504
2025 Q3	$55.3K	Hold	426	–	–	﹤0.01%	532
2025 Q2	$52.6K	Buy	+426	New	+$50.1K	﹤0.01%	489
2019 Q4	–	Sell	-700	Closed	-$54	–	303
2019 Q3	$54	Sell	700 -116	-14%	-$9.13K	﹤0.01%	296
2019 Q2	$65K	Buy	816 +116	+17%	+$9.2K	0.03%	206
2019 Q1	$56K	Hold	700	–	–	0.03%	225
2018 Q4	$52K	Hold	700	–	–	0.03%	222
2018 Q3	$59K	Hold	700	–	–	0.03%	218
2018 Q2	$182K	Sell	700 -396	-36%	-$31.7K	0.11%	146
2018 Q1	$85K	Hold	1,096	–	–	0.04%	208
2017 Q4	$85K	Buy	+1,096	New	+$85.5K	0.05%	187

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 Wealth Partners's IJJ Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.4% in Q2 2026, buying an estimated $849 and bringing the position to 432 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Strategic Wealth Partners first reported a position in IJJ in Q4 2017 and has held it in 13 quarters since. The position peaked at $182K in Q2 2018. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Strategic Wealth Partners held 432 shares of iShares S&P Mid-Cap 400 Value ETF worth $63.8K as of Q2 2026.
Strategic Wealth Partners bought 6 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $849.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #481 holding.
Strategic Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $182K in Q2 2018.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.