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

WealthCollab’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	$42K	Hold	284	–	–	0.02%	263
2026 Q1	$37.6K	Hold	284	–	–	0.02%	252
2025 Q4	$37.4K	Hold	284	–	–	0.02%	262
2025 Q3	$36.8K	Hold	284	–	–	0.02%	239
2025 Q2	$35.1K	Hold	284	–	–	0.02%	225
2025 Q1	$34K	Hold	284	–	–	0.02%	216
2024 Q4	$35.5K	Hold	284	–	–	0.02%	208
2024 Q3	$35.1K	Hold	284	–	–	0.02%	209
2024 Q2	$32.2K	Hold	284	–	–	0.02%	204
2024 Q1	$33.6K	Hold	284	–	–	0.02%	199
2023 Q4	$32.4K	Buy	+284	New	+$29.2K	0.03%	186

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

WealthCollab's IJJ Position: Q2 2026 in Review

WealthCollab held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 284 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #263.

WealthCollab first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

WealthCollab held 284 shares of iShares S&P Mid-Cap 400 Value ETF worth $42K as of Q2 2026.
WealthCollab 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 0.02% of WealthCollab's portfolio in Q2 2026, its #263 holding.
WealthCollab first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.