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

Ferguson Wellman Capital Management’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	$284K	Buy	+1,925	New	+$272K	﹤0.01%	381

Other funds holding IJJ

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Ferguson Wellman Capital Management's IJJ Position: Q2 2026 in Review

Ferguson Wellman Capital Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,925 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings.

314 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Ferguson Wellman Capital Management held 1,925 shares of iShares S&P Mid-Cap 400 Value ETF worth $284K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Ferguson Wellman Capital Management position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #381 holding.
314 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.