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 Q2	$222K	Buy	1,505 +531	+55%	+$75.1K	0.13%	76
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 $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 Preservation Advisors's IJJ Position: Q2 2026 in Review

Wealth Preservation Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 55% in Q2 2026, buying an estimated $75.1K and bringing the position to 1,505 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #76.

Wealth Preservation Advisors first reported a position in IJJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q4 2025. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wealth Preservation Advisors held 1,505 shares of iShares S&P Mid-Cap 400 Value ETF worth $222K as of Q2 2026.
Wealth Preservation Advisors bought 531 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $75.1K.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Wealth Preservation Advisors's portfolio in Q2 2026, its #76 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 6 quarters since.
Wealth Preservation Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $326K in Q4 2025.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.