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

Cliff Asness’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	$3.06M	Buy	20,716 +4,719	+29%	+$668K	﹤0.01%	2337
2026 Q1	$2.12M	Buy	15,997 +2,481	+18%	+$340K	﹤0.01%	2308
2025 Q4	$1.78M	Buy	13,516 +4,867	+56%	+$634K	﹤0.01%	2194
2025 Q3	$1.12M	Buy	8,649 +1,017	+13%	+$130K	﹤0.01%	2363
2025 Q2	$943K	Sell	7,632 -11,869	-61%	-$1.4M	﹤0.01%	2241
2025 Q1	$2.33M	Buy	19,501 +14,209	+268%	+$1.78M	﹤0.01%	1522
2024 Q4	$661K	Buy	5,292 +3,568	+207%	+$455K	﹤0.01%	2104
2024 Q3	$213K	Buy	+1,724	New	+$205K	﹤0.01%	2538

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

Cliff Asness's IJJ Position: Q2 2026 in Review

Cliff Asness increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 29% in Q2 2026, buying an estimated $668K and bringing the position to 20,716 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Cliff Asness first reported a position in IJJ in Q3 2024 and has held it in 8 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Cliff Asness held 20,716 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.06M as of Q2 2026.
Cliff Asness bought 4,719 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $668K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2337 holding.
Cliff Asness first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 8 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.