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

Veridan 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
Q1 		$452K Buy
3,410
+7
+0.2% +$959 0.17% 52
2025
Q4 		$448K Buy
3,403
+13
+0.4% +$1.69K 0.15% 54
2025
Q3 		$440K Buy
+3,390
New +$434K 0.15% 53
2025
Q1 		$405K Sell
3,385
-102
-3% -$12.8K 0.18% 52
2024
Q4 		$446K Buy
+3,487
New +$445K 0.21% 52
2024
Q2 		$418K Buy
+3,381
New +$386K 0.17% 54

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 $18.1B AUM 24.63% 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

Veridan Wealth's IJJ Position: Q1 2026 in Review

Veridan Wealth increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.21% in Q1 2026, buying an estimated $959 and bringing the position to 3,410 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #52.

Veridan Wealth first reported a position in IJJ in Q2 2024 and has held it in 6 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Veridan Wealth held 3,410 shares of iShares S&P Mid-Cap 400 Value ETF worth $452K as of Q1 2026.
  • Veridan Wealth bought 7 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $959.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.17% of Veridan Wealth's portfolio in Q1 2026, its #52 holding.
  • Veridan Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 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 Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.