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

Sanctuary 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	$4.57M	Buy	30,928 +1,547	+5%	+$219K	0.02%	627
2026 Q1	$3.89M	Sell	29,381 -2,352	-7%	-$322K	0.02%	638
2025 Q4	$4.18M	Buy	31,733 +4,864	+18%	+$633K	0.02%	608
2025 Q3	$3.49M	Buy	26,869 +1,419	+6%	+$182K	0.02%	651
2025 Q2	$3.15M	Sell	25,450 -185	-0.7%	-$21.8K	0.02%	661
2025 Q1	$3.07M	Sell	25,635 -624	-2%	-$78.1K	0.02%	625
2024 Q4	$3.44M	Sell	26,259 -1,129	-4%	-$144K	0.02%	651
2024 Q3	$3.65M	Sell	27,388 -2,867	-9%	-$341K	0.02%	628
2024 Q2	$3.4M	Buy	+30,255	New	+$3.45M	0.02%	600

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

Sanctuary Advisors's IJJ Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.3% in Q2 2026, buying an estimated $219K and bringing the position to 30,928 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #627.

Sanctuary Advisors first reported a position in IJJ in Q2 2024 and has held it in 9 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sanctuary Advisors held 30,928 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.57M as of Q2 2026.
Sanctuary Advisors bought 1,547 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $219K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #627 holding.
Sanctuary Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2024 and has held it in 9 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.