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

Bridges Investment 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	$416K	Hold	2,814	–	–	0.01%	327
2026 Q1	$373K	Hold	2,814	–	–	0.01%	316
2025 Q4	$370K	Sell	2,814 -155	-5%	-$20.2K	﹤0.01%	326
2025 Q3	$385K	Hold	2,969	–	–	﹤0.01%	323
2025 Q2	$367K	Hold	2,969	–	–	0.01%	323
2025 Q1	$355K	Buy	2,969 +180	+6%	+$22.5K	0.01%	315
2024 Q4	$349K	Hold	2,789	–	–	﹤0.01%	327
2024 Q3	$345K	Sell	2,789 -2,523	-47%	-$300K	﹤0.01%	331
2024 Q2	$603K	Buy	5,312 +2,523	+90%	+$288K	0.01%	246
2024 Q1	$330K	Hold	2,789	–	–	0.01%	176
2023 Q4	$318K	Hold	2,789	–	–	0.01%	179
2023 Q3	$281K	Hold	2,789	–	–	0.01%	182
2023 Q2	$299K	Hold	2,789	–	–	0.01%	186
2023 Q1	$287K	Sell	2,789 -98	-3%	-$10.5K	0.01%	190
2022 Q4	$291K	Hold	2,887	–	–	0.01%	195
2022 Q3	$260K	Hold	2,887	–	–	0.01%	198
2022 Q2	$273K	Hold	2,887	–	–	0.01%	200
2022 Q1	$317K	Sell	2,887 -2,607	-47%	-$281K	0.01%	198
2021 Q4	$608K	Hold	5,494	–	–	0.02%	175
2021 Q3	$566K	Hold	5,494	–	–	0.02%	171
2021 Q2	$579K	Buy	5,494 +2,328	+74%	+$249K	0.02%	168
2021 Q1	$323K	Sell	3,166 -66	-2%	-$6.3K	0.01%	196
2020 Q4	$279K	Hold	3,232	–	–	0.01%	201
2020 Q3	$218K	Hold	3,232	–	–	0.01%	209
2020 Q2	$215K	Buy	+3,232	New	+$203K	0.01%	215
2020 Q1	–	Sell	-4,070	Closed	-$348K	–	245
2019 Q4	$348K	Hold	4,070	–	–	0.01%	224
2019 Q3	$325K	Hold	4,070	–	–	0.01%	352
2019 Q2	$324K	Buy	+4,070	New	+$323K	0.01%	359

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

Bridges Investment Management's IJJ Position: Q2 2026 in Review

Bridges Investment Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,814 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #327.

Bridges Investment Management first reported a position in IJJ in Q2 2019 and has held it in 28 quarters since. The position peaked at $608K in Q4 2021. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Bridges Investment Management held 2,814 shares of iShares S&P Mid-Cap 400 Value ETF worth $416K as of Q2 2026.
Bridges Investment 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 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #327 holding.
Bridges Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and has held it in 28 quarters since.
Bridges Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $608K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.