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

Western 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	$353K	Sell	2,664 -13	-0.5%	-$1.78K	0.01%	742
2025 Q4	$352K	Buy	2,677 +646	+32%	+$84.1K	0.02%	615
2025 Q3	$263K	Buy	2,031 +7	+0.3%	+$896	0.01%	638
2025 Q2	$250K	Buy	2,024 +2	+0.1%	+$235	0.01%	617
2025 Q1	$242K	Sell	2,022 -3	-0.1%	-$376	0.02%	595
2024 Q4	$253K	Hold	2,025	–	–	0.02%	573
2024 Q3	$250K	Buy	2,025 +2	+0.1%	+$238	0.01%	658
2024 Q2	$229K	Sell	2,023 -21	-1%	-$2.4K	0.02%	588
2024 Q1	$242K	Sell	2,044 -7	-0.3%	-$788	0.02%	568
2023 Q4	$234K	Buy	2,051 +10	+0.5%	+$1.03K	0.02%	617
2023 Q3	$206K	Sell	2,041 -12	-0.6%	-$1.28K	0.02%	606
2023 Q2	$220K	Hold	2,053	–	–	0.02%	593
2023 Q1	$211K	Buy	2,053 +3	+0.1%	+$321	0.02%	595
2022 Q4	$207K	Sell	2,050 -2,524	-55%	-$252K	0.02%	569
2022 Q3	$413K	Buy	+4,574	New	+$455K	0.02%	549

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 Wealth Management's IJJ Position: Q1 2026 in Review

Western Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.49% in Q1 2026, selling an estimated $1.78K and leaving 2,664 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #742.

Western Wealth Management first reported a position in IJJ in Q3 2022 and has held it in 15 quarters since. The position peaked at $413K in Q3 2022. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Western Wealth Management held 2,664 shares of iShares S&P Mid-Cap 400 Value ETF worth $353K as of Q1 2026.
Western Wealth Management sold 13 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $1.78K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #742 holding.
Western Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 15 quarters since.
Western Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $413K in Q3 2022.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.