Ironsides Asset Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Ironsides Asset Advisors’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	$510K	Sell	3,450 -550	-14%	-$77.8K	0.12%	56
2026 Q1	$530K	Hold	4,000	–	–	0.13%	56
2025 Q4	$526K	Hold	4,000	–	–	0.13%	50
2025 Q3	$519K	Buy	4,000 +2,000	+100%	+$256K	0.13%	41
2025 Q2	$247K	Sell	2,000 -2,000	-50%	-$235K	0.07%	55
2025 Q1	$479K	Hold	4,000	–	–	0.14%	42
2024 Q4	$500K	Hold	4,000	–	–	0.14%	43
2024 Q3	$494K	Hold	4,000	–	–	0.14%	43
2024 Q2	$454K	Hold	4,000	–	–	0.15%	41
2024 Q1	$473K	Buy	4,000 +2,000	+100%	+$225K	0.16%	41
2023 Q4	$228K	Sell	2,000 -2,000	-50%	-$206K	0.1%	54
2023 Q3	$404K	Hold	4,000	–	–	0.18%	44
2023 Q2	$428K	Hold	4,000	–	–	0.18%	42
2023 Q1	$411K	Hold	4,000	–	–	0.19%	47
2022 Q4	$403K	Hold	4,000	–	–	0.18%	46
2022 Q3	$360K	Hold	4,000	–	–	0.16%	47
2022 Q2	$378K	Hold	4,000	–	–	0.14%	51
2022 Q1	$439K	Hold	4,000	–	–	0.13%	53
2021 Q4	$443K	Hold	4,000	–	–	0.12%	53
2021 Q3	$412K	Hold	4,000	–	–	0.13%	55
2021 Q2	$421K	Hold	4,000	–	–	0.13%	57
2021 Q1	$408K	Hold	4,000	–	–	0.13%	57
2020 Q4	$345K	Hold	4,000	–	–	0.11%	64
2020 Q3	$270K	Hold	4,000	–	–	0.09%	68
2020 Q2	$266K	Hold	4,000	–	–	0.09%	69
2020 Q1	$220K	Hold	4,000	–	–	0.13%	60
2019 Q4	$341K	Hold	4,000	–	–	0.11%	75
2019 Q3	$320K	Hold	4,000	–	–	0.11%	78
2019 Q2	$319K	Hold	4,000	–	–	0.11%	74
2019 Q1	$314K	Hold	4,000	–	–	0.1%	76
2018 Q4	$277K	Hold	4,000	–	–	0.1%	74
2018 Q3	$335K	Buy	+4,000	New	+$334K	0.1%	87

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

Ironsides Asset Advisors's IJJ Position: Q2 2026 in Review

Ironsides Asset Advisors reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 14% in Q2 2026, selling an estimated $77.8K and leaving 3,450 shares worth $510K. The position accounts for 0.12% of the portfolio, ranked #56.

Ironsides Asset Advisors first reported a position in IJJ in Q3 2018 and has held it in 32 quarters since. The position peaked at $530K in Q1 2026. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ironsides Asset Advisors held 3,450 shares of iShares S&P Mid-Cap 400 Value ETF worth $510K as of Q2 2026.
Ironsides Asset Advisors sold 550 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $77.8K.
iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Ironsides Asset Advisors's portfolio in Q2 2026, its #56 holding.
Ironsides Asset Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 32 quarters since.
Ironsides Asset Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $530K in Q1 2026.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.