Wealth Advisory Team’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
CFB
EK
MWA
BF
Wealth Advisory Team's IJJ Position: Q2 2026 in Review
Wealth Advisory Team opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,723 shares worth $254K. The stake represents 0.21% of the portfolio and ranks #34 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in IJJ as recently as Q4 2025.
Wealth Advisory Team first reported a position in IJJ in Q2 2025 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Wealth Advisory Team held 1,723 shares of iShares S&P Mid-Cap 400 Value ETF worth $254K as of Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF was a new Wealth Advisory Team position in Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF made up 0.21% of Wealth Advisory Team's portfolio in Q2 2026, its #34 holding.
- Wealth Advisory Team first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 3 quarters since.
- 656 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.