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

NewEdge Wealth’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 Q1	–	Sell	-1,602	Closed	-$211K	–	1208
2025 Q4	$211K	Buy	+1,602	New	+$209K	﹤0.01%	1136
2025 Q1	–	Sell	-1,970	Closed	-$246K	–	967
2024 Q4	$246K	Hold	1,970	–	–	﹤0.01%	820
2024 Q3	$244K	Hold	1,970	–	–	﹤0.01%	782
2024 Q2	$224K	Hold	1,970	–	–	﹤0.01%	709
2024 Q1	$222K	Buy	+1,970	New	+$222K	0.01%	744

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CFB

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

NewEdge Wealth's IJJ Position: Q1 2026 in Review

NewEdge Wealth sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 1,602 shares — an estimated $211K sold.

NewEdge Wealth first reported a position in IJJ in Q1 2024 and held it in 5 quarters. The position peaked at $246K in Q4 2024. 850 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

NewEdge Wealth reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 1,602 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $211K.
NewEdge Wealth first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and held it in 5 quarters.
NewEdge Wealth's iShares S&P Mid-Cap 400 Value ETF position peaked at $246K in Q4 2024.
850 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.