LAM
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Lewis Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Lewis Asset Management’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 		$406K Hold
2,750
– – 0.14% 144
2026
Q1 		$364K Hold
2,750
– – 0.15% 143
2025
Q4 		$362K Hold
2,750
– – 0.15% 136
2025
Q3 		$357K Hold
2,750
– – 0.15% 135
2025
Q2 		$340K Buy
+2,750
New +$324K 0.16% 134

Other funds holding IJJ

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Lewis Asset Management's IJJ Position: Q2 2026 in Review

Lewis Asset Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 2,750 shares worth $406K. The position accounts for 0.14% of the portfolio, ranked #144.

Lewis Asset Management first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Lewis Asset Management held 2,750 shares of iShares S&P Mid-Cap 400 Value ETF worth $406K as of Q2 2026.
  • Lewis Asset Management 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 0.14% of Lewis Asset Management's portfolio in Q2 2026, its #144 holding.
  • Lewis Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 417 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.