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

Highland Investment Advisors LLC’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	$480K	Buy	+3,252	New	+$460K	0.21%	44

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Highland Investment Advisors LLC's IJJ Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 3,252 shares worth $480K. The stake represents 0.21% of the portfolio and ranks #44 among its holdings.

769 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Highland Investment Advisors LLC held 3,252 shares of iShares S&P Mid-Cap 400 Value ETF worth $480K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.21% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #44 holding.
769 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.