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

Ancora 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 Q1	$553K	Hold	4,175	–	–	0.01%	503
2025 Q4	$549K	Hold	4,175	–	–	0.01%	513
2025 Q3	$542K	Sell	4,175 -452	-10%	-$57.9K	0.01%	546
2025 Q2	$572K	Buy	4,627 +445	+11%	+$52.4K	0.01%	508
2025 Q1	$501K	Hold	4,182	–	–	0.01%	521
2024 Q4	$523K	Sell	4,182 -118	-3%	-$15.1K	0.01%	507
2024 Q3	$532K	Hold	4,300	–	–	0.01%	500
2024 Q2	$488K	Hold	4,300	–	–	0.01%	501
2024 Q1	$509K	Hold	4,300	–	–	0.01%	504
2023 Q4	$490K	Buy	+4,300	New	+$442K	0.01%	511
2023 Q2	–	Sell	-140	Closed	-$14.4K	–	1848
2023 Q1	$14.4K	Sell	140 -100	-42%	-$10.7K	﹤0.01%	1207
2022 Q4	$24K	Hold	240	–	–	﹤0.01%	1129
2022 Q3	$22K	Sell	240 -40	-14%	-$3.98K	﹤0.01%	1307
2022 Q2	$26K	Hold	280	–	–	﹤0.01%	1374
2022 Q1	$31K	Hold	280	–	–	﹤0.01%	1427
2021 Q4	$31K	Hold	280	–	–	﹤0.01%	1439
2021 Q3	$29K	Hold	280	–	–	﹤0.01%	1360
2021 Q2	$29K	Hold	280	–	–	﹤0.01%	1243
2021 Q1	$29K	Buy	280 +240	+600%	+$22.9K	﹤0.01%	1204
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	1343
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	1289
2020 Q2	$3K	Sell	40 -32	-44%	-$2.01K	﹤0.01%	1246
2020 Q1	$4K	Sell	72 -230	-76%	-$17.3K	﹤0.01%	1310
2019 Q4	$26K	Buy	+302	New	+$24.8K	﹤0.01%	1023
2018 Q4	–	Sell	-352	Closed	-$29K	–	897
2018 Q3	$29K	Buy	+352	New	+$29.4K	﹤0.01%	1004
2017 Q1	–	Sell	-58	Closed	-$4K	–	836
2016 Q4	$4K	Buy	+58	New	+$4.01K	﹤0.01%	1139

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Ancora Advisors's IJJ Position: Q1 2026 in Review

Ancora Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 4,175 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #503.

Ancora Advisors first reported a position in IJJ in Q4 2016 and has held it in 26 quarters since. The position peaked at $572K in Q2 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Ancora Advisors held 4,175 shares of iShares S&P Mid-Cap 400 Value ETF worth $553K as of Q1 2026.
Ancora Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #503 holding.
Ancora Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2016 and has held it in 26 quarters since.
Ancora Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $572K in Q2 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.