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

NewEdge Advisors’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	$1.36M	Buy	9,185 +794	+9%	+$112K	﹤0.01%	1461
2026 Q1	$1.11M	Sell	8,391 -872	-9%	-$119K	﹤0.01%	1435
2025 Q4	$1.22M	Sell	9,263 -485	-5%	-$63.1K	﹤0.01%	1359
2025 Q3	$1.26M	Sell	9,748 -348	-3%	-$44.6K	0.01%	1266
2025 Q2	$1.25M	Buy	10,096 +993	+11%	+$117K	0.01%	1171
2025 Q1	$1.09M	Buy	9,103 +1,242	+16%	+$156K	0.01%	1141
2024 Q4	$982K	Buy	7,861 +588	+8%	+$75.1K	0.01%	1172
2024 Q3	$899K	Buy	7,273 +48	+0.7%	+$5.71K	0.01%	1153
2024 Q2	$820K	Sell	7,225 -335	-4%	-$38.2K	0.01%	1162
2024 Q1	$894K	Sell	7,560 -407	-5%	-$45.8K	0.01%	1050
2023 Q4	$903K	Buy	7,967 +2,546	+47%	+$262K	0.01%	982
2023 Q3	$547K	Buy	5,421 +102	+2%	+$10.9K	0.01%	1127
2023 Q2	$570K	Sell	5,319 -200	-4%	-$20.3K	0.01%	1120
2023 Q1	$548K	Sell	5,519 -1,287	-19%	-$138K	0.01%	1072
2022 Q4	$533K	Buy	6,806 +1,397	+26%	+$139K	0.01%	755
2022 Q3	$487K	Buy	5,409 +396	+8%	+$39.4K	0.01%	980
2022 Q2	$473K	Buy	+5,013	New	+$511K	0.01%	1012
2022 Q1	–	Sell	-5,101	Closed	-$565K	–	1373
2021 Q4	$565K	Buy	+5,101	New	+$555K	0.01%	1011
2017 Q3	–	Sell	-300	Closed	-$22.2K	–	711
2017 Q2	$22.2K	Buy	+300	New	+$22.2K	﹤0.01%	710

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

NewEdge Advisors's IJJ Position: Q2 2026 in Review

NewEdge Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 9.5% in Q2 2026, buying an estimated $112K and bringing the position to 9,185 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

NewEdge Advisors first reported a position in IJJ in Q2 2017 and has held it in 19 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

NewEdge Advisors held 9,185 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.36M as of Q2 2026.
NewEdge Advisors bought 794 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $112K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1461 holding.
NewEdge Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and has held it in 19 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.