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

Tenet 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	$441K	Buy	+2,972	New	+$420K	0.33%	59

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

Tenet Wealth Partners's IJJ Position: Q2 2026 in Review

Tenet Wealth Partners opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 2,972 shares worth $441K. The stake represents 0.33% of the portfolio and ranks #59 among its holdings.

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

Tenet Wealth Partners held 2,972 shares of iShares S&P Mid-Cap 400 Value ETF worth $441K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Tenet Wealth Partners position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.33% of Tenet Wealth Partners's portfolio in Q2 2026, its #59 holding.
872 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Tenet Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.