Alpine Bank Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
CFB
Alpine Bank Wealth Management's IJJ Position: Q1 2026 in Review
Alpine Bank Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.8% in Q1 2026, selling an estimated $54.8K and leaving 7,910 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #80.
Alpine Bank Wealth Management first reported a position in IJJ in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2024. 844 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.
- Alpine Bank Wealth Management held 7,910 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.05M as of Q1 2026.
- Alpine Bank Wealth Management sold 400 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $54.8K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.15% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #80 holding.
- Alpine Bank Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 6 quarters since.
- Alpine Bank Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.15M in Q3 2024.
- 844 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.
Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.