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

Topsail Wealth 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
Q1 		$485K Hold
3,660
– – 0.07% 85
2025
Q4 		$482K Hold
3,660
– – 0.07% 86
2025
Q3 		$475K Sell
3,660
-18
-0.5% -$2.31K 0.08% 80
2025
Q2 		$455K Hold
3,678
– – 0.08% 77
2025
Q1 		$440K Hold
3,678
– – 0.09% 74
2024
Q4 		$460K Buy
+3,678
New +$470K 0.1% 61

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Topsail Wealth Management's IJJ Position: Q1 2026 in Review

Topsail Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 3,660 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #85.

Topsail Wealth Management first reported a position in IJJ in Q4 2024 and has held it in 6 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Topsail Wealth Management held 3,660 shares of iShares S&P Mid-Cap 400 Value ETF worth $485K as of Q1 2026.
  • Topsail Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Topsail Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Topsail Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.