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

First National Bank of Omaha’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	$450K	Hold	3,055	–	–	0.01%	423
2026 Q1	$395K	Hold	3,055	–	–	0.01%	428
2025 Q4	$406K	Buy	+3,055	New	+$398K	0.01%	427
2022 Q4	–	Sell	-3,898	Closed	-$351K	–	339
2022 Q3	$351K	Hold	3,898	–	–	0.02%	298
2022 Q2	$368K	Buy	3,898 +285	+8%	+$29.1K	0.02%	291
2022 Q1	$396K	Sell	3,613 -46	-1%	-$4.96K	0.02%	294
2021 Q4	$405K	Hold	3,659	–	–	0.02%	295
2021 Q3	$377K	Sell	3,659 -37	-1%	-$3.89K	0.02%	296
2021 Q2	$377K	Hold	3,696	–	–	0.02%	291
2021 Q1	$377K	Sell	3,696 -18	-0.5%	-$1.72K	0.02%	291
2020 Q4	$321K	Hold	3,714	–	–	0.02%	308
2020 Q3	$250K	Hold	3,714	–	–	0.02%	311
2020 Q2	$247K	Sell	3,714 -536	-13%	-$33.6K	0.02%	307
2020 Q1	$233K	Hold	4,250	–	–	0.02%	304
2019 Q4	$363K	Sell	4,250 -270	-6%	-$22.2K	0.02%	294
2019 Q3	$361K	Sell	4,520 -158	-3%	-$12.4K	0.02%	285
2019 Q2	$373K	Buy	4,678 +816	+21%	+$64.7K	0.02%	286
2019 Q1	$303K	Sell	3,862 -12,720	-77%	-$985K	0.02%	286
2018 Q4	$1.15M	Buy	16,582 +12,720	+329%	+$972K	0.09%	189
2018 Q3	$323K	Hold	3,862	–	–	0.02%	353
2018 Q2	$313K	Buy	3,862 +206	+6%	+$16.5K	0.02%	353
2018 Q1	$282K	Sell	3,656 -50	-1%	-$3.96K	0.02%	355
2017 Q4	$297K	Hold	3,706	–	–	0.02%	360
2017 Q3	$283K	Sell	3,706 -48	-1%	-$3.56K	0.02%	356
2017 Q2	$279K	Buy	3,754 +296	+9%	+$21.9K	0.02%	363
2017 Q1	$257K	Hold	3,458	–	–	0.02%	379
2016 Q4	$251K	Hold	3,458	–	–	0.02%	365
2016 Q3	$230K	Hold	3,458	–	–	0.02%	315
2016 Q2	$221K	Hold	3,458	–	–	0.02%	303
2016 Q1	$214K	Sell	3,458 -974	-22%	-$55.2K	0.02%	316
2015 Q4	$260	Buy	4,432 +66	+2%	+$4K	0.02%	312
2015 Q3	$252	Hold	4,366	–	–	0.02%	318
2015 Q2	$285	Hold	4,366	–	–	0.02%	326
2015 Q1	$285	Hold	4,366	–	–	0.02%	326
2014 Q4	$279K	Hold	4,366	–	–	0.02%	346
2014 Q3	$263K	Hold	4,366	–	–	0.02%	357
2014 Q2	$277K	Buy	+4,366	New	+$266K	0.02%	354

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MWA

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

First National Bank of Omaha's IJJ Position: Q2 2026 in Review

First National Bank of Omaha held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 3,055 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #423.

First National Bank of Omaha first reported a position in IJJ in Q2 2014 and has held it in 37 quarters since. The position peaked at $1.15M in Q4 2018. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

First National Bank of Omaha held 3,055 shares of iShares S&P Mid-Cap 400 Value ETF worth $450K as of Q2 2026.
First National Bank of Omaha left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of First National Bank of Omaha's portfolio in Q2 2026, its #423 holding.
First National Bank of Omaha first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2014 and has held it in 37 quarters since.
First National Bank of Omaha's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.15M in Q4 2018.
586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.