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

Atlas Brown’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	$398K	Buy	2,694 +5	+0.2%	+$707	0.11%	171
2026 Q1	$356K	Buy	2,689 +7	+0.3%	+$959	0.11%	171
2025 Q4	$353K	Buy	2,682 +13	+0.5%	+$1.69K	0.1%	165
2025 Q3	$346K	Buy	2,669 +9	+0.3%	+$1.15K	0.1%	169
2025 Q2	$329K	Buy	2,660 +9	+0.3%	+$1.06K	0.11%	174
2025 Q1	$317K	Sell	2,651 -14	-0.5%	-$1.75K	0.11%	167
2024 Q4	$333K	Buy	2,665 +10	+0.4%	+$1.28K	0.11%	160
2024 Q3	$328K	Buy	2,655 +13	+0.5%	+$1.55K	0.11%	159
2024 Q2	$300K	Buy	2,642 +9	+0.3%	+$1.03K	0.11%	165
2024 Q1	$311K	Buy	2,633 +610	+30%	+$68.7K	0.11%	158
2023 Q4	$231K	Sell	2,023 -33	-2%	-$3.39K	0.1%	173
2023 Q3	$208K	Buy	+2,056	New	+$220K	0.09%	172
2022 Q3	–	Sell	-2,267	Closed	-$214K	–	172
2022 Q2	$214K	Sell	2,267 -54	-2%	-$5.51K	0.1%	162
2022 Q1	$254K	Sell	2,321 -1,127	-33%	-$122K	0.1%	161
2021 Q4	$382K	Buy	3,448 +45	+1%	+$4.9K	0.15%	136
2021 Q3	$351K	Sell	3,403 -18	-0.5%	-$1.89K	0.15%	137
2021 Q2	$360K	Buy	3,421 +129	+4%	+$13.8K	0.16%	139
2021 Q1	$336K	Buy	3,292 +702	+27%	+$67K	0.16%	135
2020 Q4	$224K	Buy	+2,590	New	+$203K	0.12%	151
2020 Q1	–	Sell	-4,282	Closed	-$366K	–	144
2019 Q4	$366K	Sell	4,282 -158	-4%	-$13K	0.23%	105
2019 Q3	$355K	Buy	4,440 +48	+1%	+$3.78K	0.25%	106
2019 Q2	$350K	Buy	4,392 +38	+0.9%	+$3.02K	0.24%	106
2019 Q1	$342K	Buy	4,354 +840	+24%	+$65K	0.24%	104
2018 Q4	$243K	Buy	3,514 +548	+18%	+$41.9K	0.19%	122
2018 Q3	$248K	Buy	2,966 +62	+2%	+$5.18K	0.15%	132
2018 Q2	$242K	Buy	2,904 +256	+10%	+$20.5K	0.06%	130
2018 Q1	$205K	Buy	2,648 +78	+3%	+$6.18K	0.04%	137
2017 Q4	$212K	Buy	+2,570	New	+$201K	0.04%	137

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

Atlas Brown's IJJ Position: Q2 2026 in Review

Atlas Brown increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.19% in Q2 2026, buying an estimated $707 and bringing the position to 2,694 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #171.

Atlas Brown first reported a position in IJJ in Q4 2017 and has held it in 28 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Atlas Brown held 2,694 shares of iShares S&P Mid-Cap 400 Value ETF worth $398K as of Q2 2026.
Atlas Brown bought 5 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $707.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Atlas Brown's portfolio in Q2 2026, its #171 holding.
Atlas Brown first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and has held it in 28 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.