Chicago Partners Investment Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Chicago Partners Investment Group’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	$1.86M	Sell	12,699 -67	-0.5%	-$9.48K	0.04%	396
2026 Q1	$1.8M	Buy	12,766 +652	+5%	+$89.3K	0.04%	358
2025 Q4	$1.67M	Buy	12,114 +26	+0.2%	+$3.38K	0.04%	331
2025 Q3	$1.57M	Buy	12,088 +18	+0.1%	+$2.31K	0.04%	320
2025 Q2	$1.56M	Buy	12,070 +18	+0.1%	+$2.12K	0.04%	308
2025 Q1	$1.4M	Sell	12,052 -1,411	-10%	-$177K	0.05%	293
2024 Q4	$1.69M	Buy	13,463 +22	+0.2%	+$2.81K	0.06%	253
2024 Q3	$1.67M	Sell	13,441 -185	-1%	-$22K	0.06%	246
2024 Q2	$1.66M	Sell	13,626 -158	-1%	-$18K	0.06%	239
2024 Q1	$1.55M	Buy	13,784 +12	+0.1%	+$1.35K	0.07%	242
2023 Q4	$1.53M	Buy	13,772 +20	+0.1%	+$2.06K	0.07%	236
2023 Q3	$1.3M	Buy	13,752 +11	+0.1%	+$1.18K	0.07%	246
2023 Q2	$1.52M	Buy	13,741 +7	+0.1%	+$711	0.08%	231
2023 Q1	$1.4M	Buy	13,734 +196	+1%	+$20.9K	0.08%	222
2022 Q4	$1.55M	Buy	13,538 +23	+0.2%	+$2.3K	0.09%	203
2022 Q3	$1.36M	Buy	13,515 +384	+3%	+$38.2K	0.1%	190
2022 Q2	$1.35M	Buy	13,131 +15	+0.1%	+$1.53K	0.1%	187
2022 Q1	$1.31M	Buy	13,116 +13	+0.1%	+$1.4K	0.1%	172
2021 Q4	$1.39M	Buy	13,103 +62	+0.5%	+$6.75K	0.1%	175
2021 Q3	$1.47M	Buy	13,041 +737	+6%	+$77.4K	0.1%	174
2021 Q2	$1.28M	Buy	12,304 +379	+3%	+$40.5K	0.1%	177
2021 Q1	$1.28M	Sell	11,925 -68	-0.6%	-$6.49K	0.11%	166
2020 Q4	$1.1M	Sell	11,993 -11,393	-49%	-$894K	0.1%	162
2020 Q3	$854K	Buy	23,386 +12,940	+124%	+$894K	0.1%	158
2020 Q2	$720K	Sell	10,446 -2,636	-20%	-$165K	0.09%	174
2020 Q1	$772K	Sell	13,082 -1,574	-11%	-$118K	0.12%	137
2019 Q4	$1.27M	Sell	14,656 -26	-0.2%	-$2.14K	0.16%	103
2019 Q3	$1.19M	Sell	14,682 -84	-0.6%	-$6.61K	0.17%	97
2019 Q2	$1.17M	Sell	14,766 -64	-0.4%	-$5.08K	0.17%	103
2019 Q1	$1.21M	Sell	14,830 -2,944	-17%	-$228K	0.18%	94
2018 Q4	$1.31M	Buy	17,774 +14,410	+428%	+$1.1M	0.2%	93
2018 Q3	$252K	Buy	3,364 +108	+3%	+$9.02K	0.04%	264
2018 Q2	$264K	Buy	3,256 +1,184	+57%	+$94.7K	0.04%	236
2018 Q1	$160K	Buy	2,072 +112	+6%	+$8.88K	0.03%	286
2017 Q4	$157K	Buy	1,960 +4	+0.2%	+$312	0.03%	296
2017 Q3	$149K	Sell	1,956 -1,854	-49%	-$137K	0.03%	296
2017 Q2	$280K	Buy	+3,810	New	+$282K	0.07%	158

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

Chicago Partners Investment Group's IJJ Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.52% in Q2 2026, selling an estimated $9.48K and leaving 12,699 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #396.

Chicago Partners Investment Group first reported a position in IJJ in Q2 2017 and has held it in 37 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Chicago Partners Investment Group held 12,699 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.86M as of Q2 2026.
Chicago Partners Investment Group sold 67 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $9.48K.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #396 holding.
Chicago Partners Investment Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and has held it in 37 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.