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

Wealth Preservation Advisors’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 Q1	$129K	Sell	974 -1,505	-61%	-$206K	0.11%	90
2025 Q4	$326K	Hold	2,479	–	–	0.16%	64
2025 Q3	$322K	Hold	2,479	–	–	0.19%	60
2025 Q2	$306K	Sell	2,479 -10	-0.4%	-$1.18K	0.19%	66
2025 Q1	$298K	Buy	+2,489	New	+$312K	0.21%	61

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Wealth Preservation Advisors's IJJ Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 61% in Q1 2026, selling an estimated $206K and leaving 974 shares worth $129K. The position accounts for 0.11% of the portfolio, ranked #90.

Wealth Preservation Advisors first reported a position in IJJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q4 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Wealth Preservation Advisors held 974 shares of iShares S&P Mid-Cap 400 Value ETF worth $129K as of Q1 2026.
Wealth Preservation Advisors sold 1,505 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $206K.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Wealth Preservation Advisors's portfolio in Q1 2026, its #90 holding.
Wealth Preservation Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $326K in Q4 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.