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Indiana Trust & Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Indiana Trust & Investment 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 		$88.6K Hold
600
– – 0.02% 243
2026
Q1 		$79.5K Hold
600
– – 0.02% 250
2025
Q4 		$79K Hold
600
– – 0.02% 245
2025
Q3 		$77.8K Hold
600
– – 0.02% 253
2025
Q2 		$74.1K Hold
600
– – 0.02% 256
2025
Q1 		$71.8K Hold
600
– – 0.03% 253
2024
Q4 		$75K Hold
600
– – 0.03% 250
2024
Q3 		$74.2K Hold
600
– – 0.03% 256
2024
Q2 		$68.1K Hold
600
– – 0.03% 256
2024
Q1 		$71K Hold
600
– – 0.03% 253
2023
Q4 		$68.4K Hold
600
– – 0.03% 238
2023
Q3 		$60.6K Buy
+600
New +$64.1K 0.03% 235

Other funds holding IJJ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EK
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Indiana Trust & Investment Management's IJJ Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 600 shares worth $88.6K. The position accounts for 0.02% of the portfolio, ranked #243.

Indiana Trust & Investment Management first reported a position in IJJ in Q3 2023 and has held it in 12 quarters since. 527 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Indiana Trust & Investment Management held 600 shares of iShares S&P Mid-Cap 400 Value ETF worth $88.6K as of Q2 2026.
  • Indiana Trust & Investment Management 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 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #243 holding.
  • Indiana Trust & Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.