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

William Mack & Associates’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 Q3	$82.9K	Buy	+602	New	+$88.2K	0.03%	191

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

William Mack & Associates's IJJ Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2026: 602 shares worth $82.9K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings.

772 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

William Mack & Associates held 602 shares of iShares S&P Mid-Cap 400 Value ETF worth $82.9K as of Q3 2026.
iShares S&P Mid-Cap 400 Value ETF was a new William Mack & Associates position in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of William Mack & Associates's portfolio in Q3 2026, its #191 holding.
772 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.