Vann Equity Management’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
$310K Sell
2,101
-592
-22% -$83.8K 0.19% 122
2026
Q1
$357K Buy
+2,693
New +$369K 0.25% 102

Other funds holding IJJ

Vann Equity Management's IJJ Position: Q2 2026 in Review

Vann Equity Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 22% in Q2 2026, selling an estimated $83.8K and leaving 2,101 shares worth $310K. The position accounts for 0.19% of the portfolio, ranked #122.

Vann Equity Management first reported a position in IJJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $357K in Q1 2026. 862 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Vann Equity Management held 2,101 shares of iShares S&P Mid-Cap 400 Value ETF worth $310K as of Q2 2026.
  • Vann Equity Management sold 592 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $83.8K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.19% of Vann Equity Management's portfolio in Q2 2026, its #122 holding.
  • Vann Equity Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Vann Equity Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $357K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.