Acropolis Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Acropolis Investment Management’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	$116K	Sell	788 -442	-36%	-$62.5K	﹤0.01%	358
2026 Q1	$163K	Buy	+1,230	New	+$168K	0.01%	315
2020 Q1	–	Sell	-1,370	Closed	-$117K	–	186
2019 Q4	$117K	Buy	1,370 +4	+0.3%	+$329	0.02%	159
2019 Q3	$109K	Buy	+1,366	New	+$108K	0.02%	158
2015 Q2	–	Sell	-1,664	Closed	-$109K	–	138
2015 Q1	$109K	Sell	1,664 -1,128	-40%	-$72.5K	0.02%	143
2014 Q4	$178K	Hold	2,792	–	–	0.03%	120
2014 Q3	$168K	Sell	2,792 -220	-7%	-$13.7K	0.03%	121
2014 Q2	$191K	Sell	3,012 -460	-13%	-$28K	0.04%	117
2014 Q1	$209K	Sell	3,472 -556	-14%	-$32.6K	0.04%	109
2013 Q4	$234K	Hold	4,028	–	–	0.05%	101
2013 Q3	$218K	Sell	4,028 -3,080	-43%	-$164K	0.05%	108
2013 Q2	$360K	Buy	+7,108	New	+$360K	0.08%	82

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

Acropolis Investment Management's IJJ Position: Q2 2026 in Review

Acropolis Investment Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 36% in Q2 2026, selling an estimated $62.5K and leaving 788 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Acropolis Investment Management first reported a position in IJJ in Q2 2013 and has held it in 12 quarters since. The position peaked at $360K in Q2 2013. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Acropolis Investment Management held 788 shares of iShares S&P Mid-Cap 400 Value ETF worth $116K as of Q2 2026.
Acropolis Investment Management sold 442 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $62.5K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #358 holding.
Acropolis Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 12 quarters since.
Acropolis Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $360K in Q2 2013.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.