Stokes Family Office’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Stokes Family Office’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	$2.7M	Sell	18,261 -957	-5%	-$135K	0.31%	82
2026 Q1	$2.55M	Sell	19,218 -215	-1%	-$29.4K	0.26%	86
2025 Q4	$2.56M	Sell	19,433 -706	-4%	-$91.9K	0.23%	85
2025 Q3	$2.61M	Buy	20,139 +161	+0.8%	+$20.6K	0.25%	84
2025 Q2	$2.47M	Sell	19,978 -66	-0.3%	-$7.76K	0.26%	79
2025 Q1	$2.4M	Buy	20,044 +1	+0%	+$125	0.27%	76
2024 Q4	$2.5M	Buy	20,043 +115	+0.6%	+$14.7K	0.27%	77
2024 Q3	$2.46M	Sell	19,928 -163	-0.8%	-$19.4K	0.27%	73
2024 Q2	$2.28M	Buy	20,091 +118	+0.6%	+$13.5K	0.27%	76
2024 Q1	$2.36M	Buy	19,973 +20	+0.1%	+$2.25K	0.3%	76
2023 Q4	$2.28M	Sell	19,953 -1,057	-5%	-$109K	0.31%	73
2023 Q3	$2.12M	Sell	21,010 -145	-0.7%	-$15.5K	0.25%	83
2023 Q2	$2.27M	Sell	21,155 -495	-2%	-$50.3K	0.26%	75
2023 Q1	$2.22M	Sell	21,650 -2,987	-12%	-$319K	0.28%	71
2022 Q4	$2.48M	Sell	24,637 -1,659	-6%	-$166K	0.32%	72
2022 Q3	$2.37M	Sell	26,296 -330	-1%	-$32.9K	0.34%	66
2022 Q2	$2.51M	Sell	26,626 -124	-0.5%	-$12.6K	0.34%	65
2022 Q1	$2.93M	Sell	26,750 -219	-0.8%	-$23.6K	0.39%	59
2021 Q4	$2.98M	Buy	26,969 +517	+2%	+$56.3K	0.37%	56
2021 Q3	$2.73M	Buy	26,452 +96	+0.4%	+$10.1K	0.38%	57
2021 Q2	$2.78M	Buy	26,356 +4,528	+21%	+$484K	0.39%	56
2021 Q1	$2.22M	Buy	21,828 +3	+0%	+$286	0.35%	60
2020 Q4	$1.88M	Buy	21,825 +1,265	+6%	+$99.2K	0.37%	58
2020 Q3	$1.39M	Sell	20,560 -7,766	-27%	-$536K	0.31%	66
2020 Q2	$1.88M	Sell	28,326 -23,930	-46%	-$1.5M	0.47%	52
2020 Q1	$2.87M	Sell	52,256 -1,430	-3%	-$107K	0.76%	33
2019 Q4	$4.58M	Buy	+53,686	New	+$4.41M	1.02%	25

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

Stokes Family Office's IJJ Position: Q2 2026 in Review

Stokes Family Office reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5% in Q2 2026, selling an estimated $135K and leaving 18,261 shares worth $2.7M. The position accounts for 0.31% of the portfolio, ranked #82.

Stokes Family Office first reported a position in IJJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.58M in Q4 2019. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Stokes Family Office held 18,261 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.7M as of Q2 2026.
Stokes Family Office sold 957 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $135K.
iShares S&P Mid-Cap 400 Value ETF made up 0.31% of Stokes Family Office's portfolio in Q2 2026, its #82 holding.
Stokes Family Office first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.58M in Q4 2019.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.