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

LRI Investments’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	$174K	Hold	1,180	–	–	0.01%	356
2026 Q1	$156K	Hold	1,180	–	–	0.01%	327
2025 Q4	$155K	Hold	1,180	–	–	0.01%	336
2025 Q3	$153K	Hold	1,180	–	–	0.01%	340
2025 Q2	$146K	Hold	1,180	–	–	0.01%	350
2025 Q1	$141K	Hold	1,180	–	–	0.01%	333
2024 Q4	$147K	Hold	1,180	–	–	0.01%	336
2024 Q3	$153K	Hold	1,180	–	–	0.01%	330
2024 Q2	$134K	Hold	1,180	–	–	0.02%	335
2024 Q1	$140K	Buy	+1,180	New	+$133K	0.04%	160

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

LRI Investments's IJJ Position: Q2 2026 in Review

LRI Investments held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,180 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #356.

LRI Investments first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. 431 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

LRI Investments held 1,180 shares of iShares S&P Mid-Cap 400 Value ETF worth $174K as of Q2 2026.
LRI Investments 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 LRI Investments's portfolio in Q2 2026, its #356 holding.
LRI Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
431 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.