Lowe Brockenbrough & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Lowe Brockenbrough & Co’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	$15.1K	Hold	102	–	–	﹤0.01%	325
2026 Q1	$13.5K	Hold	102	–	–	﹤0.01%	320
2025 Q4	$13.4K	Hold	102	–	–	﹤0.01%	321
2025 Q3	$13.2K	Hold	102	–	–	﹤0.01%	322
2025 Q2	$12.6K	Buy	+102	New	+$12K	﹤0.01%	306

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

Lowe Brockenbrough & Co's IJJ Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 102 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Lowe Brockenbrough & Co first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Lowe Brockenbrough & Co held 102 shares of iShares S&P Mid-Cap 400 Value ETF worth $15.1K as of Q2 2026.
Lowe Brockenbrough & Co 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 ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #325 holding.
Lowe Brockenbrough & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.