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

Legacy Bridge’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	$175K	Hold	1,185	–	–	0.05%	162
2026 Q1	$157K	Hold	1,185	–	–	0.06%	155
2025 Q4	$156K	Hold	1,185	–	–	0.06%	152
2025 Q3	$154K	Hold	1,185	–	–	0.06%	148
2025 Q2	$146K	Hold	1,185	–	–	0.07%	144
2025 Q1	$142K	Hold	1,185	–	–	0.08%	146
2024 Q4	$148K	Hold	1,185	–	–	0.08%	149
2024 Q3	$146K	Hold	1,185	–	–	0.08%	150
2024 Q2	$134K	Hold	1,185	–	–	0.08%	145
2024 Q1	$140K	Hold	1,185	–	–	0.08%	155
2023 Q4	$135K	Hold	1,185	–	–	0.09%	151
2023 Q3	$120K	Hold	1,185	–	–	0.09%	157
2023 Q2	$127K	Hold	1,185	–	–	0.08%	157
2023 Q1	$122K	Hold	1,185	–	–	0.09%	160
2022 Q4	$119K	Hold	1,185	–	–	0.08%	156
2022 Q3	$107K	Hold	1,185	–	–	0.09%	157
2022 Q2	$112K	Hold	1,185	–	–	0.08%	161
2022 Q1	$130K	Hold	1,185	–	–	0.08%	163
2021 Q4	$131K	Hold	1,185	–	–	0.07%	168
2021 Q3	$122K	Hold	1,185	–	–	0.07%	166
2021 Q2	$125K	Buy	1,185 +385	+48%	+$41.1K	0.07%	166
2021 Q1	$82K	Hold	800	–	–	0.05%	173
2020 Q4	$69K	Hold	800	–	–	0.05%	181
2020 Q3	$54K	Hold	800	–	–	0.05%	178
2020 Q2	$53K	Sell	800 -1,370	-63%	-$85.9K	0.06%	174
2020 Q1	$119K	Hold	2,170	–	–	0.15%	132
2019 Q4	$185K	Hold	2,170	–	–	0.15%	144
2019 Q3	$173K	Hold	2,170	–	–	0.17%	136
2019 Q2	$173K	Hold	2,170	–	–	0.17%	136
2019 Q1	$170K	Hold	2,170	–	–	0.18%	135
2018 Q4	$150K	Buy	+2,170	New	+$166K	0.19%	128

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

Legacy Bridge's IJJ Position: Q2 2026 in Review

Legacy Bridge held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,185 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #162.

Legacy Bridge first reported a position in IJJ in Q4 2018 and has held it in 31 quarters since. The position peaked at $185K in Q4 2019. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Legacy Bridge held 1,185 shares of iShares S&P Mid-Cap 400 Value ETF worth $175K as of Q2 2026.
Legacy Bridge 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 0.05% of Legacy Bridge's portfolio in Q2 2026, its #162 holding.
Legacy Bridge first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 31 quarters since.
Legacy Bridge's iShares S&P Mid-Cap 400 Value ETF position peaked at $185K in Q4 2019.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.