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

Operose 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	$2.55M	Hold	17,288	–	–	0.49%	30
2026 Q1	$2.29M	Sell	17,288 -468	-3%	-$64.1K	0.53%	26
2025 Q4	$2.34M	Hold	17,756	–	–	0.54%	27
2025 Q3	$2.3M	Buy	17,756 +30	+0.2%	+$3.84K	0.57%	25
2025 Q2	$2.19M	Buy	17,726 +31	+0.2%	+$3.65K	0.62%	24
2025 Q1	$2.12M	Sell	17,695 -30	-0.2%	-$3.76K	0.7%	21
2024 Q4	$2.21M	Buy	17,725 +1,042	+6%	+$133K	0.76%	22
2024 Q3	$2.06M	Buy	16,683 +3,760	+29%	+$447K	0.67%	18
2024 Q2	$1.47M	Hold	12,923	–	–	0.52%	24
2024 Q1	$1.53M	Buy	+12,923	New	+$1.46M	0.52%	22

Other funds holding IJJ

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

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

CFB

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Operose Advisors's IJJ Position: Q2 2026 in Review

Operose Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 17,288 shares worth $2.55M. The position accounts for 0.49% of the portfolio, ranked #30.

Operose Advisors first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. 837 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Operose Advisors held 17,288 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.55M as of Q2 2026.
Operose Advisors 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 0.49% of Operose Advisors's portfolio in Q2 2026, its #30 holding.
Operose Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
837 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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