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

Vanguard Group’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
2025 Q4	$885K	Buy	6,727 +102	+2%	+$13.3K	﹤0.01%	3812
2025 Q3	$859K	Buy	6,625 +19	+0.3%	+$2.43K	﹤0.01%	3829
2025 Q2	$816K	Sell	6,606 -65	-1%	-$7.65K	﹤0.01%	3799
2025 Q1	$799K	Buy	6,671 +364	+6%	+$45.6K	﹤0.01%	3778
2024 Q4	$788K	Buy	6,307 +20	+0.3%	+$2.55K	﹤0.01%	3828
2024 Q3	$777K	Sell	6,287 -129	-2%	-$15.3K	﹤0.01%	3848
2024 Q2	$728K	Buy	6,416 +9	+0.1%	+$1.03K	﹤0.01%	3893
2024 Q1	$758K	Buy	6,407 +427	+7%	+$48.1K	﹤0.01%	3900
2023 Q4	$682K	Buy	5,980 +146	+3%	+$15K	﹤0.01%	3944
2023 Q3	$589K	Hold	5,834	–	–	﹤0.01%	4010
2023 Q2	$625K	Sell	5,834 -73	-1%	-$7.42K	﹤0.01%	4057
2023 Q1	$607K	Buy	+5,907	New	+$631K	﹤0.01%	4066

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanguard Group's IJJ Position: Q4 2025 in Review

Vanguard Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.5% in Q4 2025, buying an estimated $13.3K and bringing the position to 6,727 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Vanguard Group first reported a position in IJJ in Q1 2023 and has held it in 12 quarters since. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Vanguard Group held 6,727 shares of iShares S&P Mid-Cap 400 Value ETF worth $885K as of Q4 2025.
Vanguard Group bought 102 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $13.3K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3812 holding.
Vanguard Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 12 quarters since.
839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.