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
Lodestar Private Asset Management's IJJ Position: Q2 2026 in Review
Lodestar Private Asset Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.5% in Q2 2026, selling an estimated $47.5K and leaving 4,797 shares worth $709K. The position accounts for 0.06% of the portfolio, ranked #138.
Lodestar Private Asset Management first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Lodestar Private Asset Management held 4,797 shares of iShares S&P Mid-Cap 400 Value ETF worth $709K as of Q2 2026.
- Lodestar Private Asset Management sold 336 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $47.5K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Lodestar Private Asset Management's portfolio in Q2 2026, its #138 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 15 quarters since.
- 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.