RAFFA WEALTH MANAGEMENT, LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.65K	Hold	11	–	–	﹤0.01%	885
2026 Q1	$1.48K	Hold	11	–	–	﹤0.01%	839
2025 Q4	$1.47K	Hold	11	–	–	﹤0.01%	826
2025 Q3	$1.45K	Hold	11	–	–	﹤0.01%	804
2025 Q2	$1.38K	Hold	11	–	–	﹤0.01%	780
2025 Q1	$1.3K	Hold	11	–	–	﹤0.01%	753
2024 Q4	$1.33K	Sell	11 -1	-8%	-$128	﹤0.01%	779
2024 Q3	$1.42K	Hold	12	–	–	﹤0.01%	729
2024 Q2	$1.3K	Buy	12 +1	+9%	+$114	﹤0.01%	824
2024 Q1	$1.28K	Buy	+11	New	+$1.24K	﹤0.01%	827
2017 Q1	–	Sell	-384	Closed	-$27.9K	–	599
2016 Q4	$27.9K	Hold	384	–	–	0.01%	129
2016 Q3	$25.5K	Hold	384	–	–	0.01%	128
2016 Q2	$24.6K	Buy	384 +74	+24%	+$4.66K	0.01%	125
2016 Q1	$19.2K	Buy	+310	New	+$17.6K	0.01%	148

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IJJ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 11 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IJJ in Q1 2016 and has held it in 14 quarters since. The position peaked at $27.9K in Q4 2016. 347 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 11 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.65K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #885 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and has held it in 14 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $27.9K in Q4 2016.
347 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.