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

Aufman Associates’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	$251K	Sell	1,699 -165	-9%	-$23.3K	0.1%	56
2026 Q1	$247K	Hold	1,864	–	–	0.12%	59
2025 Q4	$245K	Hold	1,864	–	–	0.13%	57
2025 Q3	$242K	Hold	1,864	–	–	0.14%	55
2025 Q2	$230K	Hold	1,864	–	–	0.14%	56
2025 Q1	$223K	Hold	1,864	–	–	0.15%	53
2024 Q4	$233K	Hold	1,864	–	–	0.16%	54
2024 Q3	$230K	Buy	+1,864	New	+$222K	0.15%	54

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

Aufman Associates's IJJ Position: Q2 2026 in Review

Aufman Associates reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.9% in Q2 2026, selling an estimated $23.3K and leaving 1,699 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #56.

Aufman Associates first reported a position in IJJ in Q3 2024 and has held it in 8 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Aufman Associates held 1,699 shares of iShares S&P Mid-Cap 400 Value ETF worth $251K as of Q2 2026.
Aufman Associates sold 165 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $23.3K.
iShares S&P Mid-Cap 400 Value ETF made up 0.1% of Aufman Associates's portfolio in Q2 2026, its #56 holding.
Aufman Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.