LaSalle St. Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

LaSalle St. Investment 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	$299K	Buy	2,022 +6	+0.3%	+$849	0.04%	333
2026 Q1	$267K	Buy	2,016 +108	+6%	+$14.8K	0.04%	318
2025 Q4	$251K	Buy	1,908 +9	+0.5%	+$1.17K	0.04%	312
2025 Q3	$246K	Buy	1,899 +6	+0.3%	+$768	0.04%	292
2025 Q2	$234K	Buy	1,893 +6	+0.3%	+$706	0.06%	283
2025 Q1	$226K	Buy	1,887 +5	+0.3%	+$626	0.05%	275
2024 Q4	$235K	Buy	+1,882	New	+$240K	0.07%	236
2023 Q3	–	Sell	-3,228	Closed	-$345K	–	131
2023 Q2	$345K	Sell	3,228 -79	-2%	-$8.03K	0.15%	81
2023 Q1	$339K	Sell	3,307 -943	-22%	-$101K	0.15%	81
2022 Q4	$428K	Buy	+4,250	New	+$424K	0.2%	60

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

LaSalle St. Investment Advisors's IJJ Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.3% in Q2 2026, buying an estimated $849 and bringing the position to 2,022 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #333.

LaSalle St. Investment Advisors first reported a position in IJJ in Q4 2022 and has held it in 10 quarters since. The position peaked at $428K in Q4 2022. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

LaSalle St. Investment Advisors held 2,022 shares of iShares S&P Mid-Cap 400 Value ETF worth $299K as of Q2 2026.
LaSalle St. Investment Advisors bought 6 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $849.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #333 holding.
LaSalle St. Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 10 quarters since.
LaSalle St. Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $428K in Q4 2022.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.