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 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 $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Destiny Capital's IJJ Position: Q1 2026 in Review

Destiny Capital reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5% in Q1 2026, selling an estimated $31.2K and leaving 4,321 shares worth $573K. The position accounts for 0.31% of the portfolio, ranked #34.

Destiny Capital first reported a position in IJJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $599K in Q4 2025. 843 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Destiny Capital held 4,321 shares of iShares S&P Mid-Cap 400 Value ETF worth $573K as of Q1 2026.
Destiny Capital sold 228 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $31.2K.
iShares S&P Mid-Cap 400 Value ETF made up 0.31% of Destiny Capital's portfolio in Q1 2026, its #34 holding.
Destiny Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 9 quarters since.
Destiny Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $599K in Q4 2025.
843 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.