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

Prime Capital Investment 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 		$407K Buy
2,758
+164
+6% +$23.2K ﹤0.01% 753
2026
Q1 		$344K Buy
2,594
+341
+15% +$46.7K ﹤0.01% 793
2025
Q4 		$296K Buy
2,253
+26
+1% +$3.38K ﹤0.01% 810
2025
Q3 		$289K Sell
2,227
-1,101
-33% -$141K ﹤0.01% 807
2025
Q2 		$411K Sell
3,328
-8,881
-73% -$1.04M 0.01% 671
2025
Q1 		$1.46M Buy
12,209
+8,701
+248% +$1.09M 0.02% 428
2024
Q4 		$438K Buy
3,508
+189
+6% +$24.1K 0.01% 606
2024
Q3 		$410K Sell
3,319
-2,667
-45% -$317K 0.01% 644
2024
Q2 		$679K Sell
5,986
-2,576
-30% -$294K 0.01% 508
2024
Q1 		$1.01M Buy
8,562
+2,958
+53% +$333K 0.01% 469
2023
Q4 		$639K Buy
5,604
+839
+18% +$86.3K 0.01% 521
2023
Q3 		$481K Buy
4,765
+9
+0.2% +$962 0.01% 475
2023
Q2 		$510K Buy
4,756
+980
+26% +$99.6K 0.01% 474
2023
Q1 		$388K Sell
3,776
-980
-21% -$105K 0.02% 385
2022
Q4 		$479K Buy
4,756
+980
+26% +$97.9K 0.02% 340
2022
Q3 		$340K Hold
3,776
– – 0.02% 289
2022
Q2 		$356K Buy
3,776
+76
+2% +$7.75K 0.02% 268
2022
Q1 		$410K Hold
3,700
– – 0.02% 256
2021
Q4 		$410K Hold
3,700
– – 0.02% 256
2021
Q3 		$381K Buy
+3,700
New +$389K 0.02% 239
2018
Q3 		– Sell
-14
Closed -$1K – 307
2018
Q2 		$1K Buy
+14
New +$1.12K ﹤0.01% 343

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
LPL Financial
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Prime Capital Investment Advisors's IJJ Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,758 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Prime Capital Investment Advisors first reported a position in IJJ in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.46M in Q1 2025. 721 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Prime Capital Investment Advisors held 2,758 shares of iShares S&P Mid-Cap 400 Value ETF worth $407K as of Q2 2026.
  • Prime Capital Investment Advisors bought 164 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $23.2K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #753 holding.
  • Prime Capital Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2018 and has held it in 21 quarters since.
  • Prime Capital Investment Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.46M in Q1 2025.
  • 721 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.