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 Q2	$20.5M	Sell	138,688 -50	-0%	-$7.07K	0.11%	118
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 $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

Wealthspire Advisors (New York)'s IJJ Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.04% in Q2 2026, selling an estimated $7.07K and leaving 138,688 shares worth $20.5M. The position accounts for 0.11% of the portfolio, ranked #118.

Wealthspire Advisors (New York) first reported a position in IJJ in Q1 2020 and has held it in 24 quarters since. The position peaked at $34.4M in Q3 2025. 877 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wealthspire Advisors (New York) held 138,688 shares of iShares S&P Mid-Cap 400 Value ETF worth $20.5M as of Q2 2026.
Wealthspire Advisors (New York) sold 50 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $7.07K.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #118 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 24 quarters since.
Wealthspire Advisors (New York)'s iShares S&P Mid-Cap 400 Value ETF position peaked at $34.4M in Q3 2025.
877 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.