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

Almanack Investment Partners’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	$2.53M	Hold	17,145	–	–	0.32%	48
2026 Q1	$2.27M	Hold	17,145	–	–	0.38%	29
2025 Q4	$2.26M	Hold	17,145	–	–	0.38%	33
2025 Q3	$2.22M	Hold	17,145	–	–	0.34%	42
2025 Q2	$2.12M	Hold	17,145	–	–	0.34%	40
2025 Q1	$2.05M	Hold	17,145	–	–	0.41%	31
2024 Q4	$2.14M	Hold	17,145	–	–	0.33%	50
2024 Q3	$2.12M	Hold	17,145	–	–	0.33%	49
2024 Q2	$1.95M	Hold	17,145	–	–	0.33%	50
2024 Q1	$2.03M	Hold	17,145	–	–	0.35%	45
2023 Q4	$1.96M	Hold	17,145	–	–	0.36%	42
2023 Q3	$1.73M	Hold	17,145	–	–	0.34%	39
2023 Q2	$1.84M	Hold	17,145	–	–	0.32%	39
2023 Q1	$1.76M	Hold	17,145	–	–	0.35%	37
2022 Q4	$1.73M	Sell	17,145 -17,145	-50%	-$1.71M	0.37%	34
2022 Q3	$3.11M	Buy	34,290 +12,470	+57%	+$1.24M	0.61%	21
2022 Q2	$2.06M	Hold	21,820	–	–	0.21%	75
2022 Q1	$2.39M	Hold	21,820	–	–	0.21%	79
2021 Q4	$2.42M	Hold	21,820	–	–	0.2%	75
2021 Q3	$2.25M	Hold	21,820	–	–	0.2%	81
2021 Q2	$2.3M	Hold	21,820	–	–	0.22%	73
2021 Q1	$2.22M	Hold	21,820	–	–	0.23%	74
2020 Q4	$1.88M	Sell	21,820 -21,820	-50%	-$1.71M	0.22%	66
2020 Q3	$1.72M	Buy	43,640 +21,820	+100%	+$1.51M	0.21%	65
2020 Q2	$1.45M	Hold	21,820	–	–	0.26%	48
2020 Q1	$1.2M	Hold	21,820	–	–	0.26%	54
2019 Q4	$1.86M	Hold	21,820	–	–	0.36%	48
2019 Q3	$1.75M	Hold	21,820	–	–	0.34%	52
2019 Q2	$1.74M	Sell	21,820 -62	-0.3%	-$4.92K	0.4%	42
2019 Q1	$1.72M	Buy	21,882 +62	+0.3%	+$4.8K	0.49%	35
2018 Q4	$1.51M	Hold	21,820	–	–	0.45%	36
2018 Q3	$1.75M	Hold	21,820	–	–	0.46%	43
2018 Q2	$1.77M	Sell	21,820 -304	-1%	-$24.3K	0.8%	22
2018 Q1	$1.71M	Buy	22,124 +304	+1%	+$24.1K	0.66%	28
2017 Q4	$1.75M	Hold	21,820	–	–	0.69%	27
2017 Q3	$1.67M	Hold	21,820	–	–	0.81%	25
2017 Q2	$1.62M	Hold	21,820	–	–	0.91%	34
2017 Q1	$1.62M	Sell	21,820 -124	-0.6%	-$9.2K	1.21%	26
2016 Q4	$1.59M	Buy	+21,944	New	+$1.52M	1.33%	23

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

Almanack Investment Partners's IJJ Position: Q2 2026 in Review

Almanack Investment Partners held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 17,145 shares worth $2.53M. The position accounts for 0.32% of the portfolio, ranked #48.

Almanack Investment Partners first reported a position in IJJ in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.11M in Q3 2022. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Almanack Investment Partners held 17,145 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.53M as of Q2 2026.
Almanack Investment Partners left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.32% of Almanack Investment Partners's portfolio in Q2 2026, its #48 holding.
Almanack Investment Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 39 quarters since.
Almanack Investment Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.11M in Q3 2022.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.