Alpine Bank Wealth 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
$1.17M Hold
7,910
0.15% 86
2026
Q1
$1.05M Sell
7,910
-400
-5% -$54.8K 0.15% 80
2025
Q4
$1.09M Hold
8,310
0.15% 71
2025
Q3
$1.08M Sell
8,310
-362
-4% -$46.4K 0.15% 73
2025
Q2
$1.07M Hold
8,672
0.16% 67
2025
Q1
$1.04M Buy
+8,672
New +$1.09M 0.17% 69
2024
Q3
$1.15M Buy
+9,272
New +$1.1M 0.18% 66

Other funds holding IJJ

Alpine Bank Wealth Management's IJJ Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 7,910 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #86.

Alpine Bank Wealth Management first reported a position in IJJ in Q3 2024 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Alpine Bank Wealth Management held 7,910 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.17M as of Q2 2026.
  • Alpine Bank Wealth Management left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.15% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #86 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 7 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.