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

Accredited Investors’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	$300K	Sell	2,034 -35	-2%	-$4.95K	0.01%	242
2026 Q1	$274K	Hold	2,069	–	–	0.01%	230
2025 Q4	$272K	Hold	2,069	–	–	0.01%	234
2025 Q3	$268K	Sell	2,069 -98	-5%	-$12.5K	0.02%	218
2025 Q2	$268K	Hold	2,167	–	–	0.02%	204
2025 Q1	$259K	Buy	+2,167	New	+$271K	0.02%	192
2023 Q4	–	Sell	-2,074	Closed	-$209K	–	198
2023 Q3	$209K	Hold	2,074	–	–	0.02%	180
2023 Q2	$222K	Sell	2,074 -931	-31%	-$94.6K	0.02%	180
2023 Q1	$309K	Sell	3,005 -315	-9%	-$33.7K	0.02%	144
2022 Q4	$335K	Sell	3,320 -835	-20%	-$83.4K	0.03%	131
2022 Q3	$374K	Sell	4,155 -12,130	-74%	-$1.21M	0.04%	113
2022 Q2	$1.54M	Sell	16,285 -407,209	-96%	-$41.5M	0.18%	50
2022 Q1	$46.4M	Buy	423,494 +30,474	+8%	+$3.29M	4.18%	7
2021 Q4	$43.5M	Buy	393,020 +66,527	+20%	+$7.24M	3.88%	8
2021 Q3	$33.6M	Buy	326,493 +68,574	+27%	+$7.21M	3.63%	11
2021 Q2	$27.2M	Buy	257,919 +104,397	+68%	+$11.2M	2.78%	14
2021 Q1	$15.6M	Buy	+153,522	New	+$14.7M	2.1%	16

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

Accredited Investors's IJJ Position: Q2 2026 in Review

Accredited Investors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.7% in Q2 2026, selling an estimated $4.95K and leaving 2,034 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #242.

Accredited Investors first reported a position in IJJ in Q1 2021 and has held it in 17 quarters since. The position peaked at $46.4M in Q1 2022. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Accredited Investors held 2,034 shares of iShares S&P Mid-Cap 400 Value ETF worth $300K as of Q2 2026.
Accredited Investors sold 35 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.95K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #242 holding.
Accredited Investors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and has held it in 17 quarters since.
Accredited Investors's iShares S&P Mid-Cap 400 Value ETF position peaked at $46.4M in Q1 2022.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.