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

LexAurum 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	$325K	Buy	2,197 +294	+15%	+$41.6K	0.04%	326
2026 Q1	$252K	Buy	+1,903	New	+$261K	0.03%	352
2025 Q3	$277K	Sell	2,135 -14	-0.7%	-$1.79K	0.04%	314
2025 Q2	$266K	Hold	2,149	–	–	0.04%	299
2025 Q1	$257K	Hold	2,149	–	–	0.05%	292
2024 Q4	$269K	Hold	2,149	–	–	0.05%	278
2024 Q3	$266K	Hold	2,149	–	–	0.06%	248
2024 Q2	$244K	Hold	2,149	–	–	0.06%	252
2024 Q1	$254K	Buy	2,149 +287	+15%	+$32.3K	0.06%	251
2023 Q4	$212K	Buy	+1,862	New	+$191K	0.06%	274
2022 Q2	–	Sell	-1,830	Closed	-$201K	–	256
2022 Q1	$201K	Sell	1,830 -2,577	-58%	-$278K	0.07%	251
2021 Q4	$488K	Buy	4,407 +26	+0.6%	+$2.83K	0.16%	142
2021 Q3	$451K	Hold	4,381	–	–	0.13%	177
2021 Q2	$461K	Buy	4,381 +18	+0.4%	+$1.92K	0.14%	172
2021 Q1	$445K	Hold	4,363	–	–	0.15%	155
2020 Q4	$377K	Buy	4,363 +11	+0.3%	+$863	0.14%	164
2020 Q3	$294K	Buy	4,352 +14	+0.3%	+$967	0.12%	170
2020 Q2	$288K	Buy	4,338 +34	+0.8%	+$2.13K	0.16%	149
2020 Q1	$236K	Hold	4,304	–	–	0.16%	142
2019 Q4	$367K	Buy	4,304 +24	+0.6%	+$1.97K	0.18%	131
2019 Q3	$342K	Hold	4,280	–	–	0.2%	126
2019 Q2	$341K	Buy	4,280 +136	+3%	+$10.8K	0.21%	115
2019 Q1	$325K	Buy	4,144 +10	+0.2%	+$774	0.22%	104
2018 Q4	$286K	Buy	4,134 +1,582	+62%	+$121K	0.22%	105
2018 Q3	$214K	Buy	+2,552	New	+$213K	0.15%	138

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

LexAurum Advisors's IJJ Position: Q2 2026 in Review

LexAurum Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 15% in Q2 2026, buying an estimated $41.6K and bringing the position to 2,197 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #326.

LexAurum Advisors first reported a position in IJJ in Q3 2018 and has held it in 25 quarters since. The position peaked at $488K in Q4 2021. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

LexAurum Advisors held 2,197 shares of iShares S&P Mid-Cap 400 Value ETF worth $325K as of Q2 2026.
LexAurum Advisors bought 294 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $41.6K.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #326 holding.
LexAurum Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 25 quarters since.
LexAurum Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $488K in Q4 2021.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.