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 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

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

Sapient Capital's IJJ Position: Q2 2026 in Review

Sapient Capital held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,910 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Sapient Capital first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sapient Capital held 1,910 shares of iShares S&P Mid-Cap 400 Value ETF worth $282K as of Q2 2026.
Sapient Capital left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Sapient Capital's portfolio in Q2 2026, its #334 holding.
Sapient Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.