VVP
IJJ icon

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
Q3 		$933K Buy
6,772
+183
+3% +$26.8K 0.02% 365
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

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Venture Visionary Partners's IJJ Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.8% in Q3 2026, buying an estimated $26.8K and bringing the position to 6,772 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #365.

Venture Visionary Partners first reported a position in IJJ in Q4 2019 and has held it in 28 quarters since. The position peaked at $973K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Venture Visionary Partners held 6,772 shares of iShares S&P Mid-Cap 400 Value ETF worth $933K as of Q3 2026.
  • Venture Visionary Partners bought 183 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $26.8K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #365 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 28 quarters since.
  • Venture Visionary Partners's iShares S&P Mid-Cap 400 Value ETF position peaked at $973K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.