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

Vise Technologies’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 		$1.78M Buy
12,040
+1,292
+12% +$183K 0.02% 580
2026
Q1 		$1.41M Hold
10,748
– – 0.03% 477
2025
Q4 		$1.41M Buy
10,748
+7,270
+209% +$946K 0.03% 478
2025
Q3 		$451K Buy
+3,478
New +$445K 0.02% 709

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Vise Technologies's IJJ Position: Q2 2026 in Review

Vise Technologies increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 12% in Q2 2026, buying an estimated $183K and bringing the position to 12,040 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #580.

Vise Technologies first reported a position in IJJ in Q3 2025 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Vise Technologies held 12,040 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.78M as of Q2 2026.
  • Vise Technologies bought 1,292 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $183K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #580 holding.
  • Vise Technologies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.