Ashton Thomas Securities’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Ashton Thomas Securities’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	–	Sell	-106	Closed	-$14K	–	435
2026 Q1	$14K	Buy	+106	New	+$14.5K	﹤0.01%	413
2025 Q4	–	Sell	-106	Closed	-$13.8K	–	356
2025 Q3	$13.8K	Buy	+106	New	+$13.6K	﹤0.01%	374
2024 Q4	–	Sell	-106	Closed	-$13.1K	–	715
2024 Q3	$13.1K	Buy	+106	New	+$12.6K	﹤0.01%	740

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

Ashton Thomas Securities's IJJ Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 106 shares — an estimated $14K sold.

Ashton Thomas Securities first reported a position in IJJ in Q3 2024 and held it in 3 quarters. The position peaked at $14K in Q1 2026. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ashton Thomas Securities reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
Ashton Thomas Securities sold 106 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $14K.
Ashton Thomas Securities first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 3 quarters.
Ashton Thomas Securities's iShares S&P Mid-Cap 400 Value ETF position peaked at $14K in Q1 2026.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.