Savant Capital’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.33M | Buy |
8,944
+2,202
| +33% | +$312K | ﹤0.01% | 763 |
|
|
2026
Q1 | $893K | Sell |
6,742
-374
| -5% | -$51.2K | ﹤0.01% | 666 |
|
|
2025
Q4 | $936K | Sell |
7,116
-222
| -3% | -$28.9K | 0.01% | 606 |
|
|
2025
Q3 | $952K | Buy |
7,338
+106
| +1% | +$13.6K | 0.01% | 593 |
|
|
2025
Q2 | $894K | Buy |
7,232
+30
| +0.4% | +$3.53K | 0.01% | 558 |
|
|
2025
Q1 | $862K | Sell |
7,202
-226
| -3% | -$28.3K | 0.01% | 518 |
|
|
2024
Q4 | $928K | Sell |
7,428
-190
| -2% | -$24.3K | 0.01% | 679 |
|
|
2024
Q3 | $942K | Sell |
7,618
-594
| -7% | -$70.6K | 0.01% | 664 |
|
|
2024
Q2 | $932K | Buy |
8,212
+1,051
| +15% | +$120K | 0.01% | 606 |
|
|
2024
Q1 | $847K | Sell |
7,161
-715
| -9% | -$80.5K | 0.01% | 591 |
|
|
2023
Q4 | $898K | Sell |
7,876
-158
| -2% | -$16.2K | 0.01% | 442 |
|
|
2023
Q3 | $811K | Sell |
8,034
-944
| -11% | -$101K | 0.01% | 430 |
|
|
2023
Q2 | $962K | Buy |
8,978
+13
| +0.1% | +$1.32K | 0.02% | 391 |
|
|
2023
Q1 | $921K | Buy |
8,965
+132
| +1% | +$14.1K | 0.02% | 342 |
|
|
2022
Q4 | $890K | Sell |
8,833
-142
| -2% | -$14.2K | 0.02% | 271 |
|
|
2022
Q3 | $808K | Hold |
8,975
| – | – | 0.03% | 263 |
|
|
2022
Q2 | $847K | Buy |
8,975
+5
| +0.1% | +$510 | 0.03% | 254 |
|
|
2022
Q1 | $984K | Sell |
8,970
-370
| -4% | -$39.9K | 0.03% | 240 |
|
|
2021
Q4 | $1.03M | Buy |
9,340
+2,022
| +28% | +$220K | 0.03% | 230 |
|
|
2021
Q3 | $754K | Hold |
7,318
| – | – | 0.03% | 253 |
|
|
2021
Q2 | $771K | Hold |
7,318
| – | – | 0.03% | 234 |
|
|
2021
Q1 | $746K | Hold |
7,318
| – | – | 0.04% | 223 |
|
|
2020
Q4 | $632K | Sell |
7,318
-1,178
| -14% | -$92.4K | 0.04% | 237 |
|
|
2020
Q3 | $573K | Sell |
8,496
-78
| -0.9% | -$5.39K | 0.04% | 236 |
|
|
2020
Q2 | $570K | Sell |
8,574
-956
| -10% | -$60K | 0.04% | 227 |
|
|
2020
Q1 | $523K | Sell |
9,530
-3,980
| -29% | -$299K | 0.05% | 220 |
|
|
2019
Q4 | $1.15M | Hold |
13,510
| – | – | 0.14% | 124 |
|
|
2019
Q3 | $1.08M | Hold |
13,510
| – | – | 0.15% | 112 |
|
|
2019
Q2 | $1.08M | Sell |
13,510
-298
| -2% | -$23.6K | 0.15% | 114 |
|
|
2019
Q1 | $1.08M | Sell |
13,808
-4,634
| -25% | -$359K | 0.2% | 96 |
|
|
2018
Q4 | $1.28M | Sell |
18,442
-5,802
| -24% | -$444K | 0.27% | 77 |
|
|
2018
Q3 | $2.03M | Buy |
+24,244
| New | +$2.02M | 0.36% | 57 |
|
|
2017
Q4 | – | Sell |
-2,670
| Closed | -$204K | – | 287 |
|
|
2017
Q3 | $204K | Buy |
+2,670
| New | +$198K | 0.05% | 265 |
|
Other funds holding IJJ
DADC
Savant Capital's IJJ Position: Q2 2026 in Review
Savant Capital increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 33% in Q2 2026, buying an estimated $312K and bringing the position to 8,944 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #763.
Savant Capital first reported a position in IJJ in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.03M in Q3 2018. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Savant Capital held 8,944 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.33M as of Q2 2026.
- Savant Capital bought 2,202 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $312K.
- iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #763 holding.
- Savant Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 33 quarters since.
- Savant Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.03M in Q3 2018.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.