JTC Employer Solutions Trustee’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

JTC Employer Solutions Trustee’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	$221K	Hold	1,496	–	–	0.02%	146
2026 Q1	$198K	Hold	1,496	–	–	0.02%	149
2025 Q4	$197K	Hold	1,496	–	–	0.01%	155
2025 Q3	$194K	Hold	1,496	–	–	0.02%	152
2025 Q2	$185K	Hold	1,496	–	–	0.02%	142
2025 Q1	$179K	Hold	1,496	–	–	0.01%	144
2024 Q4	$186K	Hold	1,496	–	–	0.01%	141
2024 Q3	$185K	Hold	1,496	–	–	0.01%	142
2024 Q2	$170K	Hold	1,496	–	–	0.01%	146
2024 Q1	$176K	Hold	1,496	–	–	0.01%	146
2023 Q4	$172K	Hold	1,496	–	–	0.02%	145
2023 Q3	$151K	Hold	1,496	–	–	0.01%	154
2023 Q2	$160K	Hold	1,496	–	–	0.02%	150
2023 Q1	$154K	Hold	1,496	–	–	0.02%	157
2022 Q4	$151K	Hold	1,496	–	–	0.01%	161
2022 Q3	$135K	Hold	1,496	–	–	0.02%	141
2022 Q2	$141K	Hold	1,496	–	–	0.02%	129
2022 Q1	$164K	Hold	1,496	–	–	0.02%	126
2021 Q4	$166K	Hold	1,496	–	–	0.02%	130
2021 Q3	$154K	Hold	1,496	–	–	0.02%	129
2021 Q2	$158K	Buy	+1,496	New	+$160K	0.02%	120

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JTC Employer Solutions Trustee's IJJ Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,496 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #146.

JTC Employer Solutions Trustee first reported a position in IJJ in Q2 2021 and has held it in 21 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

JTC Employer Solutions Trustee held 1,496 shares of iShares S&P Mid-Cap 400 Value ETF worth $221K as of Q2 2026.
JTC Employer Solutions Trustee 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 JTC Employer Solutions Trustee's portfolio in Q2 2026, its #146 holding.
JTC Employer Solutions Trustee first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2021 and has held it in 21 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.