Destiny Capital’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Destiny Capital’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	$557K	Sell	4,046 -849	-17%	-$124K	0.26%	35
2026 Q2	$723K	Buy	4,895 +574	+13%	+$81.2K	0.34%	33
2026 Q1	$573K	Sell	4,321 -228	-5%	-$31.2K	0.31%	34
2025 Q4	$599K	Buy	4,549 +1,710	+60%	+$223K	0.31%	33
2025 Q3	$368K	Buy	2,839 +151	+6%	+$19.3K	0.2%	38
2025 Q2	$332K	Buy	2,688 +94	+4%	+$11.1K	0.2%	36
2025 Q1	$311K	Buy	2,594 +97	+4%	+$12.1K	0.21%	36
2024 Q4	$312K	Buy	2,497 +62	+3%	+$7.92K	0.19%	38
2024 Q3	$302K	Buy	2,435 +342	+16%	+$40.7K	0.19%	38
2024 Q2	$237K	Buy	2,093 +364	+21%	+$41.5K	0.16%	44
2024 Q1	$205K	Buy	+1,729	New	+$195K	0.14%	45

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Destiny Capital's IJJ Position: Q3 2026 in Review

Destiny Capital reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 17% in Q3 2026, selling an estimated $124K and leaving 4,046 shares worth $557K. The position accounts for 0.26% of the portfolio, ranked #35.

Destiny Capital first reported a position in IJJ in Q1 2024 and has held it in 11 quarters since. The position peaked at $723K in Q2 2026. 772 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Destiny Capital held 4,046 shares of iShares S&P Mid-Cap 400 Value ETF worth $557K as of Q3 2026.
Destiny Capital sold 849 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $124K.
iShares S&P Mid-Cap 400 Value ETF made up 0.26% of Destiny Capital's portfolio in Q3 2026, its #35 holding.
Destiny Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 11 quarters since.
Destiny Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $723K in Q2 2026.
772 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Destiny Capital's 13F filing for Q3 2026, filed 3 Nov 2026.