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

Garde Capital’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	$203K	Sell	1,371 -348	-20%	-$49.2K	0.01%	243
2026 Q1	$228K	Hold	1,719	–	–	0.01%	186
2025 Q4	$226K	Sell	1,719 -34	-2%	-$4.43K	0.01%	203
2025 Q3	$227K	Sell	1,753 -104	-6%	-$13.3K	0.01%	222
2025 Q2	$229K	Hold	1,857	–	–	0.01%	213
2025 Q1	$222K	Hold	1,857	–	–	0.01%	214
2024 Q4	$232K	Hold	1,857	–	–	0.02%	201
2024 Q3	$230K	Hold	1,857	–	–	0.02%	195
2024 Q2	$211K	Sell	1,857 -239	-11%	-$27.3K	0.01%	197
2024 Q1	$247K	Hold	2,096	–	–	0.02%	187
2023 Q4	$239K	Buy	+2,096	New	+$216K	0.02%	188
2014 Q4	–	Sell	-4,242	Closed	-$255K	–	142
2014 Q3	$255K	Buy	+4,242	New	+$265K	0.1%	88

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Garde Capital's IJJ Position: Q2 2026 in Review

Garde Capital reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 20% in Q2 2026, selling an estimated $49.2K and leaving 1,371 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #243.

Garde Capital first reported a position in IJJ in Q3 2014 and has held it in 12 quarters since. The position peaked at $255K in Q3 2014. 629 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Garde Capital held 1,371 shares of iShares S&P Mid-Cap 400 Value ETF worth $203K as of Q2 2026.
Garde Capital sold 348 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $49.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Garde Capital's portfolio in Q2 2026, its #243 holding.
Garde Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2014 and has held it in 12 quarters since.
Garde Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $255K in Q3 2014.
629 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.