Lodestar Private Asset Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
CFB
Lodestar Private Asset Management's IJJ Position: Q1 2026 in Review
Lodestar Private Asset Management increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.12% in Q1 2026, buying an estimated $822 and bringing the position to 5,133 shares worth $680K. The position accounts for 0.07% of the portfolio, ranked #133.
Lodestar Private Asset Management first reported a position in IJJ in Q4 2022 and has held it in 14 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- Lodestar Private Asset Management held 5,133 shares of iShares S&P Mid-Cap 400 Value ETF worth $680K as of Q1 2026.
- Lodestar Private Asset Management bought 6 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $822.
- iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Lodestar Private Asset Management's portfolio in Q1 2026, its #133 holding.
- Lodestar Private Asset Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
- 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.