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

Aspiriant LLC’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	$587K	Hold	3,976	–	–	0.01%	221
2026 Q1	$527K	Hold	3,976	–	–	0.02%	212
2025 Q4	$523K	Hold	3,976	–	–	0.02%	207
2025 Q3	$516K	Sell	3,976 -189	-5%	-$24.2K	0.02%	194
2025 Q2	$515K	Sell	4,165 -424	-9%	-$49.9K	0.02%	192
2025 Q1	$549K	Sell	4,589 -75	-2%	-$9.39K	0.02%	180
2024 Q4	$583K	Sell	4,664 -1	-0%	-$128	0.02%	177
2024 Q3	$577K	Sell	4,665 -500	-10%	-$59.4K	0.02%	182
2024 Q2	$586K	Hold	5,165	–	–	0.02%	178
2024 Q1	$611K	Hold	5,165	–	–	0.03%	177
2023 Q4	$589K	Hold	5,165	–	–	0.03%	178
2023 Q3	$521K	Sell	5,165 -95	-2%	-$10.2K	0.03%	175
2023 Q2	$564K	Buy	5,260 +284	+6%	+$28.9K	0.03%	171
2023 Q1	$511K	Hold	4,976	–	–	0.03%	173
2022 Q4	$502K	Hold	4,976	–	–	0.03%	177
2022 Q3	$449K	Hold	4,976	–	–	0.02%	176
2022 Q2	$469K	Sell	4,976 -46	-0.9%	-$4.69K	0.02%	170
2022 Q1	$551K	Buy	5,022 +1,440	+40%	+$155K	0.03%	167
2021 Q4	$396K	Buy	+3,582	New	+$390K	0.02%	198

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

Aspiriant LLC's IJJ Position: Q2 2026 in Review

Aspiriant LLC held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 3,976 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #221.

Aspiriant LLC first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $611K in Q1 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Aspiriant LLC held 3,976 shares of iShares S&P Mid-Cap 400 Value ETF worth $587K as of Q2 2026.
Aspiriant LLC 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 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #221 holding.
Aspiriant LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
Aspiriant LLC's iShares S&P Mid-Cap 400 Value ETF position peaked at $611K in Q1 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.