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

Wealth Architects’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	$205K	Buy	+1,389	New	+$197K	0.02%	237
2019 Q2	–	Sell	-3,102	Closed	-$244K	–	134
2019 Q1	$244K	Buy	3,102 +6	+0.2%	+$465	0.08%	111
2018 Q4	$214K	Buy	3,096 +12	+0.4%	+$917	0.08%	110
2018 Q3	$258K	Buy	3,084 +8	+0.3%	+$668	0.08%	112
2018 Q2	$249K	Buy	3,076 +140	+5%	+$11.2K	0.08%	107
2018 Q1	$227K	Buy	2,936 +114	+4%	+$9.04K	0.08%	111
2017 Q4	$226K	Buy	2,822 +6	+0.2%	+$468	0.07%	118
2017 Q3	$215K	Buy	2,816 +6	+0.2%	+$445	0.07%	116
2017 Q2	$208K	Buy	2,810 +4	+0.1%	+$296	0.08%	110
2017 Q1	$208K	Sell	2,806 -2	-0.1%	-$148	0.08%	112
2016 Q4	$203K	Buy	+2,808	New	+$194K	0.09%	110
2015 Q2	–	Sell	-3,060	Closed	-$200K	–	117
2015 Q1	$200K	Buy	+3,060	New	+$197K	0.12%	95

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

Wealth Architects's IJJ Position: Q2 2026 in Review

Wealth Architects opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,389 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #237 among its holdings. This is a return to the name: Wealth Architects previously reported a position in IJJ as recently as Q1 2019.

Wealth Architects first reported a position in IJJ in Q1 2015 and has held it in 12 quarters since. The position peaked at $258K in Q3 2018. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wealth Architects held 1,389 shares of iShares S&P Mid-Cap 400 Value ETF worth $205K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Wealth Architects position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #237 holding.
Wealth Architects first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2015 and has held it in 12 quarters since.
Wealth Architects's iShares S&P Mid-Cap 400 Value ETF position peaked at $258K in Q3 2018.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.