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

Aptus 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	$383K	Buy	2,593 +296	+13%	+$41.9K	﹤0.01%	866
2026 Q1	$304K	Sell	2,297 -268	-10%	-$36.7K	﹤0.01%	874
2025 Q4	$338K	Sell	2,565 -142	-5%	-$18.5K	﹤0.01%	857
2025 Q3	$351K	Buy	2,707 +11	+0.4%	+$1.41K	﹤0.01%	806
2025 Q2	$333K	Buy	2,696 +12	+0.4%	+$1.41K	﹤0.01%	794
2025 Q1	$321K	Buy	2,684 +2	+0.1%	+$250	﹤0.01%	757
2024 Q4	$335K	Buy	2,682 +2,031	+312%	+$259K	﹤0.01%	747
2024 Q3	$80.5K	Buy	651 +18	+3%	+$2.14K	﹤0.01%	882
2024 Q2	$71.8K	Sell	633 -37	-6%	-$4.22K	﹤0.01%	854
2024 Q1	$79.3K	Buy	670 +664	+11,067%	+$74.8K	﹤0.01%	844
2023 Q4	$684	Sell	6 -602	-99%	-$61.9K	﹤0.01%	897
2023 Q3	$61.4K	Hold	608	–	–	﹤0.01%	671
2023 Q2	$65.1K	Buy	608 +2	+0.3%	+$203	﹤0.01%	556
2023 Q1	$62.3K	Sell	606 -1,046	-63%	-$112K	﹤0.01%	546
2022 Q4	$167K	Hold	1,652	–	–	0.01%	493
2022 Q3	$149K	Buy	+1,652	New	+$164K	﹤0.01%	466
2021 Q1	–	Sell	-36	Closed	-$3K	–	535
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	450
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	452
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	401
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	401
2019 Q4	$3K	Buy	+36	New	+$2.96K	﹤0.01%	482

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

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

Aptus Capital Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 13% in Q2 2026, buying an estimated $41.9K and bringing the position to 2,593 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Aptus Capital Advisors first reported a position in IJJ in Q4 2019 and has held it in 21 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Aptus Capital Advisors held 2,593 shares of iShares S&P Mid-Cap 400 Value ETF worth $383K as of Q2 2026.
Aptus Capital Advisors bought 296 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $41.9K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #866 holding.
Aptus Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 21 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.