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

StrongBox 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 Q2	$20.2K	Buy	+137	New	+$19.4K	0.01%	225

Other funds holding IJJ

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

StrongBox Wealth's IJJ Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 137 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings.

293 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

StrongBox Wealth held 137 shares of iShares S&P Mid-Cap 400 Value ETF worth $20.2K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new StrongBox Wealth position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #225 holding.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.