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

Fulton 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	$1.16M	Sell	8,415 -1,016	-11%	-$149K	0.04%	300
2026 Q2	$1.39M	Sell	9,431 -110	-1%	-$15.6K	0.04%	273
2026 Q1	$1.26M	Buy	9,541 +65	+0.7%	+$8.9K	0.04%	267
2025 Q4	$1.25M	Buy	9,476 +750	+9%	+$97.6K	0.04%	262
2025 Q3	$1.13M	Buy	8,726 +1,726	+25%	+$221K	0.04%	274
2025 Q2	$865K	Buy	7,000 +1,770	+34%	+$208K	0.03%	319
2025 Q1	$626K	Buy	5,230 +2,033	+64%	+$255K	0.03%	363
2024 Q4	$399K	Buy	+3,197	New	+$408K	0.02%	474

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fulton Bank's IJJ Position: Q3 2026 in Review

Fulton Bank reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 11% in Q3 2026, selling an estimated $149K and leaving 8,415 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #300.

Fulton Bank first reported a position in IJJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2026. 772 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Fulton Bank held 8,415 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.16M as of Q3 2026.
Fulton Bank sold 1,016 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $149K.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Fulton Bank's portfolio in Q3 2026, its #300 holding.
Fulton Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 8 quarters since.
Fulton Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.39M in Q2 2026.
772 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.