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

Atlantic Edge Private 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 Q2	$1.06M	Hold	7,155	–	–	0.22%	73
2026 Q1	$948K	Sell	7,155 -30	-0.4%	-$4.11K	0.23%	74
2025 Q4	$945K	Sell	7,185 -110	-2%	-$14.3K	0.23%	75
2025 Q3	$946K	Hold	7,295	–	–	0.24%	72
2025 Q2	$902K	Hold	7,295	–	–	0.25%	78
2025 Q1	$873K	Sell	7,295 -35	-0.5%	-$4.38K	0.27%	76
2024 Q4	$916K	Hold	7,330	–	–	0.28%	71
2024 Q3	$906K	Buy	7,330 +70	+1%	+$8.32K	0.28%	78
2024 Q2	$824K	Sell	7,260 -80	-1%	-$9.13K	0.28%	75
2024 Q1	$868K	Sell	7,340 -218	-3%	-$24.5K	0.3%	75
2023 Q4	$862K	Buy	+7,558	New	+$777K	0.35%	69

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IJJ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 7,155 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #73.

Atlantic Edge Private Wealth Management first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. 355 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Atlantic Edge Private Wealth Management held 7,155 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.06M as of Q2 2026.
Atlantic Edge Private Wealth Management 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 0.22% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #73 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
355 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.