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Position history for Allworth Financial LPAllworth Financial LP's holdings in ISHARES S&P MID-CAP 400 VALU

Allworth Financial LP holds 16,325 shares of IJJ (ISHARES S&P MID-CAP 400 VALU), worth $2.4M as of 2026-Q2. The position was decreased (-5.2% shares). IJJ represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$2.4M

Current Shares

16,325

Total Value Change

-$68,652

Total Shares Change

-3,739

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
16,325
-5.2%
$2.4M0.0%$147.73
0
2026-Q1
Decreased
17,224
-3.7%
$2.3M0.0%$138.74
0
2025-Q4
Increased
17,891
+0.9%
$2.4M0.0%$132.84
26
2025-Q3
Increased
17,733
+2.3%
$2.3M0.0%$128.62
27
2025-Q2
Decreased
17,343
-0.3%
$2.1M0.0%$122.28
0
2025-Q1
Decreased
17,389
-3.4%
$2M0.0%$117.44
0
2024-Q4
Decreased
17,999
-10.3%
$2.3M0.0%$121.89
0
2024-Q3
Decreased
20,064
-2.4%
$2.5M0.0%$120.44
0

Other major holders of IJJ: Steward Partners Investment Advisory, LLC, First Command Advisory Services, Inc.

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