Envestnet Portfolio Solutions’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Envestnet Portfolio Solutions’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	$5.43M	Sell	36,753 -1,971	-5%	-$279K	0.03%	317
2026 Q1	$5.13M	Sell	38,724 -26,831	-41%	-$3.67M	0.03%	288
2025 Q4	$8.63M	Sell	65,555 -1,327	-2%	-$173K	0.03%	271
2025 Q3	$8.68M	Buy	66,882 +1,431	+2%	+$183K	0.03%	249
2025 Q2	$8.09M	Sell	65,451 -22,259	-25%	-$2.62M	0.03%	264
2025 Q1	$10.5M	Buy	87,710 +345	+0.4%	+$43.2K	0.04%	223
2024 Q4	$10.9M	Sell	87,365 -6,645	-7%	-$848K	0.04%	230
2024 Q3	$11.6M	Sell	94,010 -2,816	-3%	-$335K	0.04%	223
2024 Q2	$11M	Buy	96,826 +1,566	+2%	+$179K	0.04%	218
2024 Q1	$11.3M	Sell	95,260 -501	-0.5%	-$56.4K	0.04%	207
2023 Q4	$10.9M	Sell	95,761 -9,962	-9%	-$1.02M	0.05%	198
2023 Q3	$10.7M	Buy	+105,723	New	+$11.3M	0.05%	180

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

Envestnet Portfolio Solutions's IJJ Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.1% in Q2 2026, selling an estimated $279K and leaving 36,753 shares worth $5.43M. The position accounts for 0.03% of the portfolio, ranked #317.

Envestnet Portfolio Solutions first reported a position in IJJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.6M in Q3 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Envestnet Portfolio Solutions held 36,753 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.43M as of Q2 2026.
Envestnet Portfolio Solutions sold 1,971 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $279K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #317 holding.
Envestnet Portfolio Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares S&P Mid-Cap 400 Value ETF position peaked at $11.6M in Q3 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.