TWIM
IJJ icon

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

TIAA Wealth Investment Management’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 		$7.07K Buy
48
+26
+118% +$3.68K ﹤0.01% 578
2026
Q1 		$2.85K Buy
+22
New +$3.01K ﹤0.01% 544

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Wealth Investment Management's IJJ Position: Q2 2026 in Review

TIAA Wealth Investment Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 118% in Q2 2026, buying an estimated $3.68K and bringing the position to 48 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

TIAA Wealth Investment Management first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. 847 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • TIAA Wealth Investment Management held 48 shares of iShares S&P Mid-Cap 400 Value ETF worth $7.07K as of Q2 2026.
  • TIAA Wealth Investment Management bought 26 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.68K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #578 holding.
  • TIAA Wealth Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.