AssuredPartners Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

AssuredPartners Investment Advisors’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	$1.18M	Buy	8,000 +166	+2%	+$23.5K	0.11%	179
2026 Q1	$1.05M	Sell	7,834 -5	-0.1%	-$685	0.11%	187
2025 Q4	$1.03M	Buy	7,839 +4,835	+161%	+$629K	0.15%	144
2025 Q3	$390K	Sell	3,004 -808	-21%	-$103K	0.09%	172
2025 Q2	$471K	Sell	3,812 -5,571	-59%	-$655K	0.12%	139
2025 Q1	$1.12M	Buy	9,383 +48	+0.5%	+$6.01K	0.22%	115
2024 Q4	$1.17M	Buy	+9,335	New	+$1.19M	0.23%	107

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 22.9% 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

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

AssuredPartners Investment Advisors's IJJ Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.1% in Q2 2026, buying an estimated $23.5K and bringing the position to 8,000 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #179.

AssuredPartners Investment Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

AssuredPartners Investment Advisors held 8,000 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.18M as of Q2 2026.
AssuredPartners Investment Advisors bought 166 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $23.5K.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #179 holding.
AssuredPartners Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.