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

Western Pacific Wealth Management’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	$88.5K	Hold	668	–	–	0.09%	92
2025 Q4	$87.9K	Hold	668	–	–	0.09%	94
2025 Q3	$86.7K	Hold	668	–	–	0.08%	105
2025 Q2	$82.6K	Hold	668	–	–	0.08%	110
2025 Q1	$80K	Hold	668	–	–	0.07%	111
2024 Q4	$83.5K	Hold	668	–	–	0.07%	118
2024 Q3	$82.6K	Hold	668	–	–	0.05%	139
2024 Q2	$75.8K	Hold	668	–	–	0.06%	121
2024 Q1	$79K	Buy	668 +1	+0.1%	+$113	0.06%	116
2023 Q4	$76.1K	Hold	667	–	–	0.06%	116
2023 Q3	$67.3K	Hold	667	–	–	0.06%	112
2023 Q2	$71.5K	Sell	667 -333	-33%	-$33.8K	0.05%	111
2023 Q1	$103K	Hold	1,000	–	–	0.08%	80
2022 Q4	$101K	Hold	1,000	–	–	0.08%	78
2022 Q3	$90K	Hold	1,000	–	–	0.09%	59
2022 Q2	$94K	Sell	1,000 -50	-5%	-$5.1K	0.09%	47
2022 Q1	$115K	Buy	1,050 +50	+5%	+$5.4K	0.08%	49
2021 Q4	$110K	Buy	+1,000	New	+$109K	0.07%	64

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

Western Pacific Wealth Management's IJJ Position: Q1 2026 in Review

Western Pacific Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 668 shares worth $88.5K. The position accounts for 0.09% of the portfolio, ranked #92.

Western Pacific Wealth Management first reported a position in IJJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $115K in Q1 2022. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Western Pacific Wealth Management held 668 shares of iShares S&P Mid-Cap 400 Value ETF worth $88.5K as of Q1 2026.
Western Pacific Wealth Management 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 0.09% of Western Pacific Wealth Management's portfolio in Q1 2026, its #92 holding.
Western Pacific Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $115K in Q1 2022.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.