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

David Shaw’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 		$828K Buy
+5,607
New +$793K ﹤0.01% 3877
2024
Q3 		– Sell
-8,324
Closed -$944K – 4689
2024
Q2 		$944K Buy
+8,324
New +$949K ﹤0.01% 3236

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

David Shaw's IJJ Position: Q2 2026 in Review

David Shaw opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 5,607 shares worth $828K. The stake represents ﹤0.01% of the portfolio and ranks #3877 among its holdings. This is a return to the name: David Shaw previously reported a position in IJJ as recently as Q2 2024.

David Shaw first reported a position in IJJ in Q2 2024 and has held it in 2 quarters since. The position peaked at $944K in Q2 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • David Shaw held 5,607 shares of iShares S&P Mid-Cap 400 Value ETF worth $828K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new David Shaw position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3877 holding.
  • David Shaw first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 2 quarters since.
  • David Shaw's iShares S&P Mid-Cap 400 Value ETF position peaked at $944K in Q2 2024.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.