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

Sawyer & Company’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	$10.5K	Hold	71	–	–	﹤0.01%	156
2026 Q1	$9.41K	Hold	71	–	–	﹤0.01%	150
2025 Q4	$9.34K	Hold	71	–	–	﹤0.01%	156
2025 Q3	$9K	Hold	71	–	–	﹤0.01%	152
2025 Q2	$10.5K	Hold	71	–	–	﹤0.01%	156
2025 Q1	$9K	Hold	71	–	–	﹤0.01%	152
2024 Q4	$9K	Hold	71	–	–	﹤0.01%	153
2024 Q3	$9K	Buy	+71	New	+$8.44K	﹤0.01%	162
2023 Q1	–	Sell	-90	Closed	-$9K	–	182
2022 Q4	$9K	Buy	+90	New	+$8.99K	﹤0.01%	167

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

Sawyer & Company's IJJ Position: Q2 2026 in Review

Sawyer & Company held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 71 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Sawyer & Company first reported a position in IJJ in Q4 2022 and has held it in 9 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sawyer & Company held 71 shares of iShares S&P Mid-Cap 400 Value ETF worth $10.5K as of Q2 2026.
Sawyer & Company 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 Sawyer & Company's portfolio in Q2 2026, its #156 holding.
Sawyer & Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 9 quarters since.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.