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

Sapient Capital’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 Q3	$263K	Hold	1,910	–	–	﹤0.01%	343
2026 Q2	$282K	Hold	1,910	–	–	﹤0.01%	334
2026 Q1	$253K	Hold	1,910	–	–	﹤0.01%	393
2025 Q4	$254K	Hold	1,910	–	–	﹤0.01%	370
2025 Q3	$247K	Hold	1,910	–	–	﹤0.01%	343
2025 Q2	$236K	Hold	1,910	–	–	﹤0.01%	341
2025 Q1	$229K	Sell	1,910 -336	-15%	-$42.1K	﹤0.01%	338
2024 Q4	$281K	Buy	+2,246	New	+$287K	0.01%	305

Other funds holding IJJ

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Sapient Capital's IJJ Position: Q3 2026 in Review

Sapient Capital held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 1,910 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Sapient Capital first reported a position in IJJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $282K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Sapient Capital held 1,910 shares of iShares S&P Mid-Cap 400 Value ETF worth $263K as of Q3 2026.
Sapient Capital left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #343 holding.
Sapient Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 8 quarters since.
Sapient Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $282K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.