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

EARNEST Partners’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	$297K	Buy	2,013 +394	+24%	+$55.7K	﹤0.01%	286
2026 Q1	$215K	Sell	1,619 -4,280	-73%	-$586K	﹤0.01%	292
2025 Q4	$776K	Buy	+5,899	New	+$768K	﹤0.01%	258
2025 Q2	–	Sell	-7,948	Closed	-$952K	–	293
2025 Q1	$952K	Buy	7,948 +3,092	+64%	+$387K	﹤0.01%	242
2024 Q4	$607K	Buy	+4,856	New	+$620K	﹤0.01%	254
2023 Q4	–	Sell	-561	Closed	-$56.6K	–	670
2023 Q3	$56.6K	Buy	561 +460	+455%	+$49.2K	﹤0.01%	354
2023 Q2	$10.8K	Sell	101 -1,093	-92%	-$111K	﹤0.01%	620
2023 Q1	$123K	Sell	1,194 -2,705	-69%	-$289K	﹤0.01%	290
2022 Q4	$393K	Buy	3,899 +2,886	+285%	+$288K	﹤0.01%	251
2022 Q3	$91K	Sell	1,013 -990	-49%	-$98.5K	﹤0.01%	290
2022 Q2	$189K	Buy	2,003 +1,940	+3,079%	+$198K	﹤0.01%	264
2022 Q1	$0	Sell	63 -4,466	-99%	-$482K	﹤0.01%	1165
2021 Q4	$0	Buy	4,529 +4,213	+1,333%	+$458K	﹤0.01%	1179
2021 Q3	$0	Buy	316 +271	+602%	+$28.5K	﹤0.01%	1175
2021 Q2	$0	Buy	45 +26	+137%	+$2.78K	﹤0.01%	1178
2021 Q1	$2K	Sell	19 -255	-93%	-$24.3K	﹤0.01%	1032
2020 Q4	$0	Buy	+274	New	+$21.5K	﹤0.01%	1189
2020 Q2	–	Sell	-310	Closed	–	–	1176
2020 Q1	$0	Buy	310 +304	+5,067%	+$22.9K	﹤0.01%	1137
2019 Q4	$0	Buy	+6	New	+$493	﹤0.01%	1173

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

EARNEST Partners's IJJ Position: Q2 2026 in Review

EARNEST Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 24% in Q2 2026, buying an estimated $55.7K and bringing the position to 2,013 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

EARNEST Partners first reported a position in IJJ in Q4 2019 and has held it in 19 quarters since. The position peaked at $952K in Q1 2025. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

EARNEST Partners held 2,013 shares of iShares S&P Mid-Cap 400 Value ETF worth $297K as of Q2 2026.
EARNEST Partners bought 394 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $55.7K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of EARNEST Partners's portfolio in Q2 2026, its #286 holding.
EARNEST Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 19 quarters since.
EARNEST Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $952K in Q1 2025.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on EARNEST Partners's 13F filing for Q2 2026, filed 13 Aug 2026.