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

Wolff Wiese Magana’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	$65K	Hold	440	–	–	0.03%	203
2026 Q1	$58.3K	Hold	440	–	–	0.03%	197
2025 Q4	$57.9K	Sell	440 -30	-6%	-$3.9K	0.03%	194
2025 Q3	$61K	Hold	470	–	–	0.03%	200
2025 Q2	$58.1K	Hold	470	–	–	0.04%	192
2025 Q1	$56.3K	Hold	470	–	–	0.04%	181
2024 Q4	$58.7K	Hold	470	–	–	0.04%	183
2024 Q3	$58.1K	Hold	470	–	–	0.04%	174
2024 Q2	$53.3K	Buy	+470	New	+$53.6K	0.04%	157

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

Wolff Wiese Magana's IJJ Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 440 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #203.

Wolff Wiese Magana first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wolff Wiese Magana held 440 shares of iShares S&P Mid-Cap 400 Value ETF worth $65K as of Q2 2026.
Wolff Wiese Magana 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 0.03% of Wolff Wiese Magana's portfolio in Q2 2026, its #203 holding.
Wolff Wiese Magana first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.