Chilton Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Chilton Capital Management’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	$1.48K	Sell	10 -24	-71%	-$3.4K	﹤0.01%	545
2026 Q1	$4.5K	Buy	+34	New	+$4.66K	﹤0.01%	553
2025 Q4	–	Sell	-567	Closed	-$73.6K	–	687
2025 Q3	$73.6K	Buy	+567	New	+$72.6K	﹤0.01%	322
2023 Q3	–	Sell	-300	Closed	-$32.1K	–	529
2023 Q2	$32.1K	Buy	+300	New	+$30.5K	﹤0.01%	372

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

Chilton Capital Management's IJJ Position: Q2 2026 in Review

Chilton Capital Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 71% in Q2 2026, selling an estimated $3.4K and leaving 10 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Chilton Capital Management first reported a position in IJJ in Q2 2023 and has held it in 4 quarters since. The position peaked at $73.6K in Q3 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Chilton Capital Management held 10 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.48K as of Q2 2026.
Chilton Capital Management sold 24 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.4K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #545 holding.
Chilton Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 4 quarters since.
Chilton Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $73.6K in Q3 2025.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.