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 Q2	$248K	Sell	1,677 -1,733	-51%	-$245K	0.08%	80
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 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

Veridan Wealth's IJJ Position: Q2 2026 in Review

Veridan Wealth reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 51% in Q2 2026, selling an estimated $245K and leaving 1,677 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #80.

Veridan Wealth first reported a position in IJJ in Q2 2024 and has held it in 7 quarters since. The position peaked at $452K in Q1 2026. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Veridan Wealth held 1,677 shares of iShares S&P Mid-Cap 400 Value ETF worth $248K as of Q2 2026.
Veridan Wealth sold 1,733 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $245K.
iShares S&P Mid-Cap 400 Value ETF made up 0.08% of Veridan Wealth's portfolio in Q2 2026, its #80 holding.
Veridan Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $452K in Q1 2026.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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