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 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 $2.3T 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

Destiny Capital's IJJ Position: Q2 2026 in Review

Destiny Capital increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 13% in Q2 2026, buying an estimated $81.2K and bringing the position to 4,895 shares worth $723K. The position accounts for 0.34% of the portfolio, ranked #33.

Destiny Capital first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Destiny Capital held 4,895 shares of iShares S&P Mid-Cap 400 Value ETF worth $723K as of Q2 2026.
Destiny Capital bought 574 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $81.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.34% of Destiny Capital's portfolio in Q2 2026, its #33 holding.
Destiny Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.