Mariner’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
Q1 | $23.1M | Buy |
174,235
+2,279
| +1% | +$312K | 0.03% | 429 |
|
|
2025
Q4 | $22.6M | Buy |
171,956
+3,242
| +2% | +$422K | 0.03% | 415 |
|
|
2025
Q3 | $21.9M | Sell |
168,714
-1,347
| -0.8% | -$172K | 0.03% | 397 |
|
|
2025
Q2 | $21M | Sell |
170,061
-1,658
| -1% | -$195K | 0.03% | 397 |
|
|
2025
Q1 | $20.6M | Buy |
171,719
+2,497
| +1% | +$313K | 0.03% | 372 |
|
|
2024
Q4 | $21.1M | Sell |
169,222
-678
| -0.4% | -$86.6K | 0.04% | 356 |
|
|
2024
Q3 | $21M | Sell |
169,900
-1,256
| -0.7% | -$149K | 0.04% | 357 |
|
|
2024
Q2 | $19.4M | Buy |
171,156
+3,161
| +2% | +$361K | 0.04% | 339 |
|
|
2024
Q1 | $19.9M | Sell |
167,995
-1,028
| -0.6% | -$116K | 0.04% | 330 |
|
|
2023
Q4 | $19.3M | Buy |
169,023
+3,362
| +2% | +$346K | 0.05% | 314 |
|
|
2023
Q3 | $16.7M | Buy |
165,661
+23,445
| +16% | +$2.51M | 0.04% | 322 |
|
|
2023
Q2 | $15.2M | Buy |
142,216
+3,127
| +2% | +$318K | 0.04% | 338 |
|
|
2023
Q1 | $14.3M | Sell |
139,089
-19,085
| -12% | -$2.04M | 0.04% | 344 |
|
|
2022
Q4 | $15.9M | Buy |
158,174
+32,722
| +26% | +$3.27M | 0.05% | 319 |
|
|
2022
Q3 | $11.3M | Buy |
125,452
+3,872
| +3% | +$385K | 0.05% | 321 |
|
|
2022
Q2 | $11.5M | Sell |
121,580
-1,317
| -1% | -$134K | 0.05% | 302 |
|
|
2022
Q1 | $13.5M | Buy |
122,897
+3,573
| +3% | +$386K | 0.05% | 292 |
|
|
2021
Q4 | $13.2M | Buy |
119,324
+6,021
| +5% | +$655K | 0.06% | 268 |
|
|
2021
Q3 | $11.7M | Buy |
113,303
+38,181
| +51% | +$4.01M | 0.06% | 255 |
|
|
2021
Q2 | $7.91M | Buy |
75,122
+1,502
| +2% | +$160K | 0.05% | 264 |
|
|
2021
Q1 | $7.5M | Sell |
73,620
-1,434
| -2% | -$137K | 0.05% | 252 |
|
|
2020
Q4 | $6.48M | Sell |
75,054
-1,966
| -3% | -$154K | 0.05% | 258 |
|
|
2020
Q3 | $5.19M | Sell |
77,020
-7,744
| -9% | -$535K | 0.05% | 254 |
|
|
2020
Q2 | $5.63M | Sell |
84,764
-6,372
| -7% | -$400K | 0.06% | 247 |
|
|
2020
Q1 | $5.04M | Buy |
91,136
+3,158
| +4% | +$237K | 0.06% | 234 |
|
|
2019
Q4 | $7.51M | Buy |
87,978
+4,058
| +5% | +$333K | 0.08% | 215 |
|
|
2019
Q3 | $6.71M | Buy |
83,920
+1,532
| +2% | +$121K | 0.08% | 209 |
|
|
2019
Q2 | $6.57M | Buy |
82,388
+24,796
| +43% | +$1.97M | 0.08% | 219 |
|
|
2019
Q1 | $4.52M | Buy |
57,592
+1,618
| +3% | +$125K | 0.06% | 252 |
|
|
2018
Q4 | $3.87M | Buy |
55,974
+22,156
| +66% | +$1.69M | 0.07% | 236 |
|
|
2018
Q3 | $2.83M | Buy |
33,818
+1,604
| +5% | +$134K | 0.07% | 239 |
|
|
2018
Q2 | $2.61M | Buy |
32,214
+1,932
| +6% | +$155K | 0.07% | 239 |
|
|
2018
Q1 | $2.34M | Buy |
30,282
+3,422
| +13% | +$271K | 0.08% | 206 |
|
|
2017
Q4 | $2.15M | Buy |
26,860
+17,882
| +199% | +$1.4M | 0.08% | 194 |
|
|
2017
Q3 | $685K | Buy |
8,978
+2
| +0% | +$148 | 0.03% | 295 |
|
|
2017
Q2 | $667K | Buy |
8,976
+302
| +3% | +$22.3K | 0.03% | 297 |
|
|
2017
Q1 | $644K | Sell |
8,674
-288
| -3% | -$21.4K | 0.03% | 344 |
|
|
2016
Q4 | $651K | Buy |
8,962
+3,306
| +58% | +$229K | 0.03% | 322 |
|
|
2016
Q3 | $376K | Buy |
5,656
+2,036
| +56% | +$135K | 0.02% | 421 |
|
|
2016
Q2 | $232K | Buy |
3,620
+52
| +1% | +$3.27K | 0.01% | 465 |
|
|
2016
Q1 | $221K | Sell |
3,568
-196
| -5% | -$11.1K | 0.01% | 454 |
|
|
2015
Q4 | $221K | Buy |
3,764
+196
| +5% | +$11.9K | 0.01% | 394 |
|
|
2015
Q3 | $206K | Sell |
3,568
-8,248
| -70% | -$505K | 0.01% | 476 |
|
|
2015
Q2 | $762K | Buy |
11,816
+7,646
| +183% | +$505K | 0.04% | 289 |
|
|
2015
Q1 | $273K | Hold |
4,170
| – | – | 0.02% | 325 |
|
|
2014
Q4 | $267K | Buy |
+4,170
| New | +$258K | 0.02% | 308 |
|
Other funds holding IJJ
DADC
CFB
Mariner's IJJ Position: Q1 2026 in Review
Mariner increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.3% in Q1 2026, buying an estimated $312K and bringing the position to 174,235 shares worth $23.1M. The position accounts for 0.03% of the portfolio, ranked #429.
Mariner first reported a position in IJJ in Q4 2014 and has held it in 46 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- Mariner held 174,235 shares of iShares S&P Mid-Cap 400 Value ETF worth $23.1M as of Q1 2026.
- Mariner bought 2,279 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $312K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Mariner's portfolio in Q1 2026, its #429 holding.
- Mariner first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2014 and has held it in 46 quarters since.
- 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.