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

Lido 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	$38.8M	Buy	262,650 +86,055	+49%	+$12.2M	0.11%	127
2026 Q1	$23.4M	Buy	176,595 +12,201	+7%	+$1.67M	0.07%	178
2025 Q4	$21.4M	Buy	164,394 +7,001	+4%	+$911K	0.06%	191
2025 Q3	$20.4M	Buy	157,393 +5,656	+4%	+$724K	0.06%	191
2025 Q2	$18.8M	Sell	151,737 -39,150	-21%	-$4.61M	0.07%	166
2025 Q1	$22.9M	Sell	190,887 -7,405	-4%	-$927K	0.1%	126
2024 Q4	$24.8M	Sell	198,292 -176,035	-47%	-$22.5M	0.11%	111
2024 Q3	$46.3M	Buy	374,327 +14,398	+4%	+$1.71M	0.23%	46
2024 Q2	$40.8M	Buy	359,929 +14,003	+4%	+$1.6M	0.23%	48
2024 Q1	$40.9M	Buy	345,926 +173,768	+101%	+$19.6M	0.24%	43
2023 Q4	$19.6M	Buy	172,158 +2,478	+1%	+$255K	0.13%	85
2023 Q3	$17.1M	Sell	169,680 -113,266	-40%	-$12.1M	0.13%	89
2023 Q2	$30.3M	Buy	282,946 +11,647	+4%	+$1.18M	0.22%	50
2023 Q1	$27.9M	Buy	271,299 +11,991	+5%	+$1.28M	0.27%	47
2022 Q4	$26.1M	Sell	259,308 -2,726	-1%	-$272K	0.32%	37
2022 Q3	$23.6M	Buy	262,034 +125,897	+92%	+$12.5M	0.3%	38
2022 Q2	$12.9M	Sell	136,137 -6,947	-5%	-$709K	0.17%	65
2022 Q1	$15.7M	Buy	143,084 +1,034	+0.7%	+$112K	0.17%	67
2021 Q4	$15.7M	Buy	142,050 +6,939	+5%	+$755K	0.17%	68
2021 Q3	$13.9M	Sell	135,111 -82,215	-38%	-$8.64M	0.19%	65
2021 Q2	$22.9M	Buy	217,326 +8,981	+4%	+$959K	0.32%	33
2021 Q1	$21.2M	Buy	208,345 +96,260	+86%	+$9.19M	0.37%	30
2020 Q4	$9.67M	Sell	112,085 -19,293	-15%	-$1.51M	0.2%	68
2020 Q3	$8.86M	Buy	131,378 +10,824	+9%	+$748K	0.23%	56
2020 Q2	$8.01M	Buy	120,554 +3,310	+3%	+$208K	0.24%	49
2020 Q1	$6.43M	Buy	117,244 +6,986	+6%	+$525K	0.27%	50
2019 Q4	$9.41M	Buy	110,258 +8,572	+8%	+$704K	0.37%	38
2019 Q3	$8.13M	Buy	101,686 +58,224	+134%	+$4.58M	0.41%	41
2019 Q2	$3.46M	Buy	43,462 +2,322	+6%	+$184K	0.2%	77
2019 Q1	$3.23M	Sell	41,140 -2,602	-6%	-$201K	0.21%	76
2018 Q4	$3.02M	Buy	43,742 +6,032	+16%	+$461K	0.3%	52
2018 Q3	$3.17M	Buy	37,710 +2,404	+7%	+$201K	0.31%	53
2018 Q2	$2.86M	Buy	35,306 +8,162	+30%	+$653K	0.33%	46
2018 Q1	$2.1M	Buy	27,144 +1,812	+7%	+$144K	0.29%	57
2017 Q4	$2.03M	Buy	25,332 +3,322	+15%	+$259K	0.29%	53
2017 Q3	$1.7M	Buy	22,010 +2,696	+14%	+$200K	0.27%	53
2017 Q2	$1.44M	Sell	19,314 -5,454	-22%	-$403K	0.3%	46
2017 Q1	$1.83M	Buy	+24,768	New	+$1.84M	0.51%	34

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

Lido Advisors's IJJ Position: Q2 2026 in Review

Lido Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 49% in Q2 2026, buying an estimated $12.2M and bringing the position to 262,650 shares worth $38.8M. The position accounts for 0.11% of the portfolio, ranked #127.

Lido Advisors first reported a position in IJJ in Q1 2017 and has held it in 38 quarters since. The position peaked at $46.3M in Q3 2024. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Lido Advisors held 262,650 shares of iShares S&P Mid-Cap 400 Value ETF worth $38.8M as of Q2 2026.
Lido Advisors bought 86,055 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $12.2M.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Lido Advisors's portfolio in Q2 2026, its #127 holding.
Lido Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 38 quarters since.
Lido Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $46.3M in Q3 2024.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.