TRUE Private Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
TRUE Private Wealth Advisors's IJJ Position: Q2 2026 in Review
TRUE Private Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,490 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in IJJ as recently as Q1 2021.
TRUE Private Wealth Advisors first reported a position in IJJ in Q3 2018 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- TRUE Private Wealth Advisors held 1,490 shares of iShares S&P Mid-Cap 400 Value ETF worth $220K as of Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF was a new TRUE Private Wealth Advisors position in Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #258 holding.
- TRUE Private Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 3 quarters since.
- 877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.