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 Q3	$225K	Sell	1,631 -68	-4%	-$10K	0.09%	62
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aufman Associates's IJJ Position: Q3 2026 in Review

Aufman Associates reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4% in Q3 2026, selling an estimated $10K and leaving 1,631 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #62.

Aufman Associates first reported a position in IJJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $251K in Q2 2026. 465 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Aufman Associates held 1,631 shares of iShares S&P Mid-Cap 400 Value ETF worth $225K as of Q3 2026.
Aufman Associates sold 68 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $10K.
iShares S&P Mid-Cap 400 Value ETF made up 0.09% of Aufman Associates's portfolio in Q3 2026, its #62 holding.
Aufman Associates first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 9 quarters since.
Aufman Associates's iShares S&P Mid-Cap 400 Value ETF position peaked at $251K in Q2 2026.
465 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.