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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.51M Sell
37,302
-1,528
-4% -$216K 1.31% 18
2026
Q1
$5.14M Sell
38,830
-1,414
-4% -$194K 1.35% 18
2025
Q4
$5.3M Buy
40,244
+1,522
+4% +$198K 1.37% 19
2025
Q3
$5.02M Sell
38,722
-1,495
-4% -$191K 1.34% 19
2025
Q2
$4.97M Sell
40,217
-2,844
-7% -$335K 1.38% 19
2025
Q1
$5.16M Sell
43,061
-52,389
-55% -$6.56M 1.55% 18
2024
Q4
$11.9M Sell
95,450
-33,385
-26% -$4.26M 3.58% 8
2024
Q3
$15.9M Sell
128,835
-1,062
-0.8% -$126K 4.71% 7
2024
Q2
$14.7M Buy
129,897
+4,444
+4% +$507K 4.61% 7
2024
Q1
$14.8M Buy
125,453
+20,602
+20% +$2.32M 4.7% 7
2023
Q4
$12M Buy
104,851
+582
+0.6% +$59.8K 4.01% 10
2023
Q3
$10.5M Sell
104,269
-176
-0.2% -$18.8K 3.88% 11
2023
Q2
$11.2M Buy
104,445
+1,542
+1% +$157K 4.01% 10
2023
Q1
$10.6M Buy
102,903
+3,586
+4% +$383K 4% 9
2022
Q4
$10M Sell
99,317
-497
-0.5% -$49.6K 4.21% 9
2022
Q3
$8.98M Buy
99,814
+2,464
+3% +$245K 3.97% 9
2022
Q2
$9.19M Sell
97,350
-2,347
-2% -$239K 3.96% 9
2022
Q1
$10.9M Buy
99,697
+2,461
+3% +$266K 4.11% 7
2021
Q4
$10.8M Buy
97,236
+265
+0.3% +$28.8K 4.1% 7
2021
Q3
$9.99M Buy
96,971
+4,668
+5% +$490K 4.01% 7
2021
Q2
$9.72M Sell
92,303
-35,414
-28% -$3.78M 3.93% 7
2021
Q1
$13M Sell
127,717
-9,864
-7% -$942K 5.77% 5
2020
Q4
$11.9M Buy
137,581
+4,909
+4% +$385K 5.46% 5
2020
Q3
$8.95M Sell
132,672
-1,386
-1% -$95.7K 4.67% 8
2020
Q2
$8.91M Buy
134,058
+434
+0.3% +$27.2K 4.86% 8
2020
Q1
$7.33M Buy
133,624
+23,054
+21% +$1.73M 4.69% 7
2019
Q4
$9.44M Buy
110,570
+3,424
+3% +$281K 4.98% 7
2019
Q3
$8.57M Sell
107,146
-326
-0.3% -$25.7K 4.91% 7
2019
Q2
$8.57M Buy
107,472
+1,740
+2% +$138K 4.56% 9
2019
Q1
$8.3M Sell
105,732
-472
-0.4% -$36.5K 5.02% 7
2018
Q4
$7.35M Buy
106,204
+1,186
+1% +$90.7K 4.91% 8
2018
Q3
$8.79M Buy
105,018
+480
+0.5% +$40.1K 5.34% 8
2018
Q2
$8.47M Buy
104,538
+822
+0.8% +$65.8K 5.46% 8
2018
Q1
$8.01M Buy
103,716
+5,614
+6% +$445K 5.3% 8
2017
Q4
$7.85M Sell
98,102
-208
-0.2% -$16.2K 5.28% 8
2017
Q3
$7.51M Sell
98,310
-2,252
-2% -$167K 5.33% 8
2017
Q2
$7.47M Sell
100,562
-124
-0.1% -$9.16K 5.36% 8
2017
Q1
$7.47M Buy
100,686
+1,914
+2% +$142K 5.53% 8
2016
Q4
$7.17M Buy
98,772
+952
+1% +$65.8K 5.64% 8
2016
Q3
$6.5M Buy
97,820
+618
+0.6% +$40.8K 5.18% 7
2016
Q2
$6.22M Sell
97,202
-1,306
-1% -$82.2K 5.46% 6
2016
Q1
$6.11M Buy
98,508
+1,128
+1% +$63.9K 5.23% 6
2015
Q4
$5.71M Buy
97,380
+6,066
+7% +$367K 5.03% 6
2015
Q3
$5.27M Buy
91,314
+3,496
+4% +$214K 4.95% 6
2015
Q2
$5.66M Sell
87,818
-1,776
-2% -$117K 5.05% 7
2015
Q1
$5.87M Buy
89,594
+1,284
+1% +$82.6K 5.23% 7
2014
Q4
$5.64M Buy
+88,310
New +$5.47M 5.3% 6

Other funds holding IJJ

ETF Portfolio Partners's IJJ Position: Q2 2026 in Review

ETF Portfolio Partners reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 3.9% in Q2 2026, selling an estimated $216K and leaving 37,302 shares worth $5.51M. The position accounts for 1.31% of the portfolio, ranked #18.

ETF Portfolio Partners first reported a position in IJJ in Q4 2014 and has held it in 47 quarters since. The position peaked at $15.9M in Q3 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • ETF Portfolio Partners held 37,302 shares of iShares S&P Mid-Cap 400 Value ETF worth $5.51M as of Q2 2026.
  • ETF Portfolio Partners sold 1,528 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $216K.
  • iShares S&P Mid-Cap 400 Value ETF made up 1.31% of ETF Portfolio Partners's portfolio in Q2 2026, its #18 holding.
  • ETF Portfolio Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 47 quarters since.
  • ETF Portfolio Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $15.9M in Q3 2024.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.