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

Huntleigh 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	$239K	Sell	1,620 -371	-19%	-$52.5K	0.03%	271
2026 Q1	$264K	Hold	1,991	–	–	0.05%	232
2025 Q4	$262K	Hold	1,991	–	–	0.04%	224
2025 Q3	$258K	Hold	1,991	–	–	0.04%	230
2025 Q2	$246K	Hold	1,991	–	–	0.05%	238
2025 Q1	$238K	Sell	1,991 -197	-9%	-$24.7K	0.06%	221
2024 Q4	$273K	Buy	+2,188	New	+$279K	0.06%	207

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

Huntleigh Advisors's IJJ Position: Q2 2026 in Review

Huntleigh Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 19% in Q2 2026, selling an estimated $52.5K and leaving 1,620 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #271.

Huntleigh Advisors first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Huntleigh Advisors held 1,620 shares of iShares S&P Mid-Cap 400 Value ETF worth $239K as of Q2 2026.
Huntleigh Advisors sold 371 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $52.5K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Huntleigh Advisors's portfolio in Q2 2026, its #271 holding.
Huntleigh 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.
Huntleigh Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $273K in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.