First County Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

First County Bank’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	$234K	Hold	1,696	–	–	0.11%	155
2026 Q2	$251K	Hold	1,696	–	–	0.12%	148
2026 Q1	$225K	Sell	1,696 -273	-14%	-$37.4K	0.12%	147
2025 Q4	$259K	Hold	1,969	–	–	0.14%	140
2025 Q3	$255K	Sell	1,969 -122	-6%	-$15.6K	0.13%	147
2025 Q2	$258K	Sell	2,091 -34	-2%	-$4K	0.14%	148
2025 Q1	$254K	Hold	2,125	–	–	0.14%	146
2024 Q4	$266K	Hold	2,125	–	–	0.15%	129
2024 Q3	$263K	Buy	+2,125	New	+$253K	0.13%	141
2023 Q1	–	Sell	-2,274	Closed	-$229K	–	164
2022 Q4	$229K	Buy	+2,274	New	+$227K	0.11%	159

Other funds holding IJJ

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

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

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

First County Bank's IJJ Position: Q3 2026 in Review

First County Bank held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 1,696 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #155.

First County Bank first reported a position in IJJ in Q4 2022 and has held it in 10 quarters since. The position peaked at $266K in Q4 2024. 386 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

First County Bank held 1,696 shares of iShares S&P Mid-Cap 400 Value ETF worth $234K as of Q3 2026.
First County Bank left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of First County Bank's portfolio in Q3 2026, its #155 holding.
First County Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 10 quarters since.
First County Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $266K in Q4 2024.
386 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.