Anchor Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Anchor Capital Advisors’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	$1.01M	Buy	6,828 +2,737	+67%	+$387K	0.03%	174
2026 Q1	$542K	Sell	4,091 -5,710	-58%	-$782K	0.02%	198
2025 Q4	$1.29M	Buy	9,801 +4,271	+77%	+$556K	0.04%	155
2025 Q3	$717K	Buy	5,530 +3,749	+210%	+$480K	0.02%	193
2025 Q2	$220K	Sell	1,781 -1,952	-52%	-$230K	0.01%	233
2025 Q1	$447K	Sell	3,733 -11,096	-75%	-$1.39M	0.01%	209
2024 Q4	$1.85M	Buy	14,829 +12,409	+513%	+$1.58M	0.05%	140
2024 Q3	$299K	Sell	2,420 -130	-5%	-$15.5K	0.01%	220
2024 Q2	$289K	Buy	2,550 +767	+43%	+$87.5K	0.01%	221
2024 Q1	$211K	Sell	1,783 -7,569	-81%	-$852K	0.01%	237
2023 Q4	$1.07M	Buy	+9,352	New	+$962K	0.03%	170
2023 Q2	–	Sell	-2,392	Closed	-$246K	–	272
2023 Q1	$246K	Sell	2,392 -6,545	-73%	-$699K	0.01%	250
2022 Q4	$901K	Buy	8,937 +2,868	+47%	+$286K	0.02%	177
2022 Q3	$610K	Buy	6,069 +3,906	+181%	+$389K	0.02%	202
2022 Q2	$204K	Buy	+2,163	New	+$221K	0.01%	267
2022 Q1	–	Sell	-38,094	Closed	-$4.22M	–	278
2021 Q4	$4.22M	Buy	+38,094	New	+$4.15M	0.08%	117
2020 Q2	–	Sell	-19,932	Closed	-$1.09M	–	248
2020 Q1	$1.09M	Buy	19,932 +17,290	+654%	+$1.3M	0.03%	149
2019 Q4	$226K	Buy	+2,642	New	+$217K	﹤0.01%	246
2019 Q1	–	Sell	-116,780	Closed	-$8.08M	–	263
2018 Q4	$8.08M	Buy	+116,780	New	+$8.93M	0.33%	96

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

Anchor Capital Advisors's IJJ Position: Q2 2026 in Review

Anchor Capital Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 67% in Q2 2026, buying an estimated $387K and bringing the position to 6,828 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #174.

Anchor Capital Advisors first reported a position in IJJ in Q4 2018 and has held it in 19 quarters since. The position peaked at $8.08M in Q4 2018. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Anchor Capital Advisors held 6,828 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.01M as of Q2 2026.
Anchor Capital Advisors bought 2,737 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $387K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Anchor Capital Advisors's portfolio in Q2 2026, its #174 holding.
Anchor Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 19 quarters since.
Anchor Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $8.08M in Q4 2018.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.