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

WealthShield Partners’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 		$1.12M Hold
8,425
– – 0.12% 173
2025
Q4 		$1.11M Buy
8,425
+779
+10% +$101K 0.12% 168
2025
Q3 		$992K Sell
7,646
-180
-2% -$23K 0.11% 177
2025
Q2 		$967K Sell
7,826
-1,846
-19% -$217K 0.12% 174
2025
Q1 		$1.16M Hold
9,672
– – 0.15% 149
2024
Q4 		$1.21M Sell
9,672
-158
-2% -$20.2K 0.17% 132
2024
Q3 		$1.22M Buy
9,830
+309
+3% +$36.7K 0.16% 138
2024
Q2 		$1.08M Buy
9,521
+9
+0.1% +$1.03K 0.16% 141
2024
Q1 		$1.13M Sell
9,512
-534
-5% -$60.1K 0.18% 137
2023
Q4 		$1.15M Buy
10,046
+150
+2% +$15.4K 0.19% 130
2023
Q3 		$1M Sell
9,896
-591
-6% -$63.2K 0.15% 147
2023
Q2 		$1.12M Sell
10,487
-380
-3% -$38.6K 0.17% 136
2023
Q1 		$1.12M Buy
10,867
+61
+0.6% +$6.52K 0.18% 137
2022
Q4 		$1.09M Sell
10,806
-62
-0.6% -$6.19K 0.21% 122
2022
Q3 		$978K Hold
10,868
– – 0.19% 127
2022
Q2 		$1.03M Buy
10,868
+143
+1% +$14.6K 0.2% 122
2022
Q1 		$1.18M Buy
+10,725
New +$1.16M 0.19% 127

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

WealthShield Partners's IJJ Position: Q1 2026 in Review

WealthShield Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 8,425 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #173.

WealthShield Partners first reported a position in IJJ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q3 2024. 843 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • WealthShield Partners held 8,425 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.12M as of Q1 2026.
  • WealthShield Partners left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.12% of WealthShield Partners's portfolio in Q1 2026, its #173 holding.
  • WealthShield Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthShield Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.22M in Q3 2024.
  • 843 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.