Wealthspire Advisors (New York)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wealthspire Advisors (New York)’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	$18.4M	Sell	138,738 -1,302	-0.9%	-$178K	0.14%	80
2025 Q4	$18.4M	Sell	140,040 -125,472	-47%	-$16.3M	0.15%	80
2025 Q3	$34.4M	Buy	265,512 +4,222	+2%	+$541K	0.18%	62
2025 Q2	$32.3M	Sell	261,290 -3,770	-1%	-$444K	0.18%	62
2025 Q1	$31.7M	Buy	265,060 +146,265	+123%	+$18.3M	0.19%	61
2024 Q4	$14.8M	Buy	118,795 +5,271	+5%	+$673K	0.15%	75
2024 Q3	$14M	Buy	113,524 +18,492	+19%	+$2.2M	0.14%	79
2024 Q2	$10.8M	Buy	95,032 +8,384	+10%	+$956K	0.14%	73
2024 Q1	$10.2M	Buy	86,648 +4,677	+6%	+$527K	0.14%	73
2023 Q4	$9.35M	Sell	81,971 -1,895	-2%	-$195K	0.13%	75
2023 Q3	$8.46M	Buy	83,866 +70,863	+545%	+$7.57M	0.14%	75
2023 Q2	$1.39M	Sell	13,003 -522	-4%	-$53K	0.02%	201
2023 Q1	$1.39M	Sell	13,525 -62	-0.5%	-$6.63K	0.02%	195
2022 Q4	$1.37M	Buy	13,587 +5,614	+70%	+$561K	0.02%	204
2022 Q3	$718K	Buy	7,973 +2,779	+54%	+$277K	0.02%	281
2022 Q2	$490K	Buy	5,194 +88	+2%	+$8.97K	0.01%	319
2022 Q1	$560K	Buy	5,106 +330	+7%	+$35.6K	0.01%	259
2021 Q4	$529K	Sell	4,776 -127	-3%	-$13.8K	0.01%	312
2021 Q3	$505K	Sell	4,903 -1,109	-18%	-$117K	0.01%	353
2021 Q2	$633K	Sell	6,012 -19	-0.3%	-$2.03K	0.02%	204
2021 Q1	$615K	Buy	6,031 +4	+0.1%	+$382	0.01%	345
2020 Q4	$520K	Buy	+6,027	New	+$473K	0.02%	300
2020 Q2	–	Sell	-9,998	Closed	-$549K	–	396
2020 Q1	$549K	Buy	+9,998	New	+$752K	0.02%	280

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s IJJ Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.93% in Q1 2026, selling an estimated $178K and leaving 138,738 shares worth $18.4M. The position accounts for 0.14% of the portfolio, ranked #80.

Wealthspire Advisors (New York) first reported a position in IJJ in Q1 2020 and has held it in 23 quarters since. The position peaked at $34.4M in Q3 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Wealthspire Advisors (New York) held 138,738 shares of iShares S&P Mid-Cap 400 Value ETF worth $18.4M as of Q1 2026.
Wealthspire Advisors (New York) sold 1,302 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $178K.
iShares S&P Mid-Cap 400 Value ETF made up 0.14% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #80 holding.
Wealthspire Advisors (New York) first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2020 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $34.4M in Q3 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.