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

&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	$4.14M	Buy	28,055 +5,030	+22%	+$712K	0.02%	669
2026 Q1	$3.06M	Buy	23,025 +5,687	+33%	+$779K	0.02%	716
2025 Q4	$2.28M	Buy	17,338 +4,461	+35%	+$581K	0.01%	806
2025 Q3	$1.67M	Sell	12,877 -1,959	-13%	-$251K	0.01%	836
2025 Q2	$1.83M	Buy	14,836 +1,082	+8%	+$127K	0.01%	706
2025 Q1	$1.64M	Buy	13,754 +7,208	+110%	+$903K	0.02%	620
2024 Q4	$821K	Sell	6,546 -16	-0.2%	-$2.04K	0.01%	853
2024 Q3	$811K	Buy	6,562 +1,204	+22%	+$143K	0.02%	652
2024 Q2	$608K	Buy	+5,358	New	+$611K	0.03%	478

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

&Partners's IJJ Position: Q2 2026 in Review

&Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 22% in Q2 2026, buying an estimated $712K and bringing the position to 28,055 shares worth $4.14M. The position accounts for 0.02% of the portfolio, ranked #669.

&Partners first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. 875 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

&Partners held 28,055 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.14M as of Q2 2026.
&Partners bought 5,030 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $712K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #669 holding.
&Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
875 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.