Benjamin Edwards Inc’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Benjamin Edwards Inc’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	$276K	Hold	1,869	–	–	﹤0.01%	1267
2026 Q1	$248K	Hold	1,869	–	–	﹤0.01%	1243
2025 Q4	$246K	Buy	1,869 +1	+0.1%	+$130	﹤0.01%	1194
2025 Q3	$242K	Buy	+1,868	New	+$239K	﹤0.01%	1188
2022 Q3	–	Sell	-26	Closed	-$2K	–	723
2022 Q2	$2K	Buy	+26	New	+$2.65K	﹤0.01%	665
2020 Q3	–	Sell	-146	Closed	-$10K	–	371
2020 Q2	$10K	Sell	146 -10,716	-99%	-$672K	0.01%	297
2020 Q1	$596K	Buy	10,862 +3,506	+48%	+$264K	0.62%	61
2019 Q4	$628K	Sell	7,356 -5,958	-45%	-$490K	1.28%	20
2019 Q3	$1.06M	Buy	13,314 +2,216	+20%	+$174K	2.3%	5
2019 Q2	$885K	Buy	11,098 +4,870	+78%	+$386K	2.14%	8
2019 Q1	$489K	Buy	+6,228	New	+$482K	2.34%	6

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

Benjamin Edwards Inc's IJJ Position: Q2 2026 in Review

Benjamin Edwards Inc held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,869 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Benjamin Edwards Inc first reported a position in IJJ in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2019. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Benjamin Edwards Inc held 1,869 shares of iShares S&P Mid-Cap 400 Value ETF worth $276K as of Q2 2026.
Benjamin Edwards Inc 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 ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1267 holding.
Benjamin Edwards Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and has held it in 11 quarters since.
Benjamin Edwards Inc's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.06M in Q3 2019.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.