Venture Visionary Partners’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Venture Visionary Partners’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	$973K	Buy	6,589 +5	+0.1%	+$707	0.03%	351
2026 Q1	$873K	Buy	6,584 +4	+0.1%	+$548	0.03%	338
2025 Q4	$866K	Buy	6,580 +8	+0.1%	+$1.04K	0.03%	337
2025 Q3	$853K	Sell	6,572 -920	-12%	-$118K	0.03%	317
2025 Q2	$926K	Sell	7,492 -96	-1%	-$11.3K	0.03%	293
2025 Q1	$909K	Buy	7,588 +104	+1%	+$13K	0.04%	289
2024 Q4	$935K	Buy	7,484 +147	+2%	+$18.8K	0.04%	276
2024 Q3	$907K	Sell	7,337 -73	-1%	-$8.68K	0.04%	284
2024 Q2	$841K	Sell	7,410 -716	-9%	-$81.7K	0.04%	297
2024 Q1	$961K	Buy	8,126 +17	+0.2%	+$1.91K	0.05%	280
2023 Q4	$925K	Buy	8,109 +502	+7%	+$51.6K	0.05%	264
2023 Q3	$768K	Sell	7,607 -197	-3%	-$21.1K	0.05%	270
2023 Q2	$836K	Buy	7,804 +804	+11%	+$81.7K	0.05%	268
2023 Q1	$719K	Buy	7,000 +6	+0.1%	+$641	0.05%	282
2022 Q4	$705K	Buy	6,994 +15	+0.2%	+$1.5K	0.05%	265
2022 Q3	$628K	Hold	6,979	–	–	0.05%	262
2022 Q2	$659K	Buy	6,979 +353	+5%	+$36K	0.05%	252
2022 Q1	$726K	Sell	6,626 -132	-2%	-$14.2K	0.05%	261
2021 Q4	$747K	Sell	6,758 -55	-0.8%	-$5.99K	0.05%	265
2021 Q3	$702K	Buy	6,813 +656	+11%	+$68.9K	0.05%	265
2021 Q2	$648K	Sell	6,157 -1,320	-18%	-$141K	0.05%	273
2021 Q1	$762K	Sell	7,477 -290	-4%	-$27.7K	0.06%	234
2020 Q4	$670K	Buy	7,767 +3,955	+104%	+$310K	0.07%	200
2020 Q3	$257K	Hold	3,812	–	–	0.06%	159
2020 Q2	$253K	Hold	3,812	–	–	0.07%	141
2020 Q1	$209K	Hold	3,812	–	–	0.08%	137
2019 Q4	$325K	Buy	+3,812	New	+$313K	0.1%	123

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

Venture Visionary Partners's IJJ Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.08% in Q2 2026, buying an estimated $707 and bringing the position to 6,589 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #351.

Venture Visionary Partners first reported a position in IJJ in Q4 2019 and has held it in 27 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Venture Visionary Partners held 6,589 shares of iShares S&P Mid-Cap 400 Value ETF worth $973K as of Q2 2026.
Venture Visionary Partners bought 5 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $707.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #351 holding.
Venture Visionary Partners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 27 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.