Anderson Hoagland & Co’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Anderson Hoagland & Co’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	$1.32M	Hold	8,966	–	–	0.1%	108
2026 Q1	$1.19M	Hold	8,966	–	–	0.1%	110
2025 Q4	$1.18M	Hold	8,966	–	–	0.1%	112
2025 Q3	$1.16M	Hold	8,966	–	–	0.1%	111
2025 Q2	$1.11M	Hold	8,966	–	–	0.11%	114
2025 Q1	$931K	Hold	8,966	–	–	0.11%	112
2024 Q4	$1.16M	Hold	8,966	–	–	0.12%	110
2024 Q3	$1.1M	Hold	8,966	–	–	0.11%	109
2024 Q2	$1M	Hold	8,966	–	–	0.11%	108
2024 Q1	$1.02M	Hold	8,966	–	–	0.11%	106
2023 Q4	$989K	Hold	8,966	–	–	0.12%	98
2023 Q3	$905K	Hold	8,966	–	–	0.12%	98
2023 Q2	$961K	Hold	8,966	–	–	0.12%	94
2023 Q1	$921K	Hold	8,966	–	–	0.13%	100
2022 Q4	$950K	Sell	8,966 -861	-9%	-$86K	0.14%	99
2022 Q3	$884K	Sell	9,827 -194	-2%	-$19.3K	0.14%	97
2022 Q2	$963K	Sell	10,021 -86	-0.9%	-$8.77K	0.14%	93
2022 Q1	$1.11M	Hold	10,107	–	–	0.14%	90
2021 Q4	$1.08M	Hold	10,107	–	–	0.14%	90
2021 Q3	$1.04M	Hold	10,107	–	–	0.13%	93
2021 Q2	$1.06M	Buy	10,107 +1,141	+13%	+$122K	0.14%	93
2021 Q1	$914K	Hold	8,966	–	–	0.13%	96
2020 Q4	$774K	Buy	+8,966	New	+$703K	0.12%	88

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

Anderson Hoagland & Co's IJJ Position: Q2 2026 in Review

Anderson Hoagland & Co held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 8,966 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #108.

Anderson Hoagland & Co first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Anderson Hoagland & Co held 8,966 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.32M as of Q2 2026.
Anderson Hoagland & Co 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 0.1% of Anderson Hoagland & Co's portfolio in Q2 2026, its #108 holding.
Anderson Hoagland & Co first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.