Robertson Stephens Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Robertson Stephens Wealth Management’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	$821K	Sell	5,557 -9	-0.2%	-$1.27K	0.02%	354
2026 Q1	$737K	Buy	5,566 +2	+0%	+$274	0.02%	349
2025 Q4	$732K	Buy	5,564 +79	+1%	+$10.3K	0.02%	361
2025 Q3	$712K	Hold	5,485	–	–	0.02%	296
2025 Q2	$678K	Buy	5,485 +1	+0%	+$118	0.02%	320
2025 Q1	$657K	Hold	5,484	–	–	0.02%	322
2024 Q4	$685K	Buy	5,484 +1	+0%	+$128	0.02%	310
2024 Q3	$678K	Buy	5,483 +3,481	+174%	+$414K	0.02%	346
2024 Q2	$227K	Sell	2,002 -27	-1%	-$3.08K	0.01%	460
2024 Q1	$240K	Sell	2,029 -3,454	-63%	-$389K	0.01%	458
2023 Q4	$625K	Sell	5,483 -569	-9%	-$58.5K	0.04%	273
2023 Q3	$614K	Sell	6,052 -273	-4%	-$29.2K	0.04%	272
2023 Q2	$678K	Sell	6,325 -26,077	-80%	-$2.65M	0.05%	239
2023 Q1	$3.33M	Buy	32,402 +296	+0.9%	+$31.6K	0.26%	86
2022 Q4	$3.24M	Sell	32,106 -1,247	-4%	-$125K	0.32%	73
2022 Q3	$3M	Sell	33,353 -16,726	-33%	-$1.66M	0.31%	66
2022 Q2	$4.73M	Buy	50,079 +35,131	+235%	+$3.58M	0.45%	45
2022 Q1	$1.64M	Sell	14,948 -388	-3%	-$41.9K	0.14%	133
2021 Q4	$1.7M	Buy	15,336 +5,423	+55%	+$590K	0.14%	128
2021 Q3	$1.02M	Buy	9,913 +3,442	+53%	+$362K	0.12%	116
2021 Q2	$681K	Sell	6,471 -550	-8%	-$58.7K	0.08%	172
2021 Q1	$715K	Buy	7,021 +2,044	+41%	+$195K	0.11%	142
2020 Q4	$429K	Buy	+4,977	New	+$390K	0.09%	151

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Robertson Stephens Wealth Management's IJJ Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.16% in Q2 2026, selling an estimated $1.27K and leaving 5,557 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #354.

Robertson Stephens Wealth Management first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.73M in Q2 2022. 429 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Robertson Stephens Wealth Management held 5,557 shares of iShares S&P Mid-Cap 400 Value ETF worth $821K as of Q2 2026.
Robertson Stephens Wealth Management sold 9 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.27K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #354 holding.
Robertson Stephens Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
Robertson Stephens Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.73M in Q2 2022.
429 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.