N.E.W. Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
N.E.W. Advisory Services's IJJ Position: Q2 2026 in Review
N.E.W. Advisory Services reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 30% in Q2 2026, selling an estimated $20.9K and leaving 340 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #376.
N.E.W. Advisory Services first reported a position in IJJ in Q4 2020 and has held it in 10 quarters since. The position peaked at $430K in Q4 2020. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- N.E.W. Advisory Services held 340 shares of iShares S&P Mid-Cap 400 Value ETF worth $50.2K as of Q2 2026.
- N.E.W. Advisory Services sold 148 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $20.9K.
- iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #376 holding.
- N.E.W. Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 10 quarters since.
- N.E.W. Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $430K in Q4 2020.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.