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

Midwest Trust’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	$4.38M	Sell	29,619 -276	-0.9%	-$39K	0.05%	219
2026 Q1	$3.96M	Buy	29,895 +244	+0.8%	+$33.4K	0.05%	226
2025 Q4	$3.9M	Sell	29,651 -867	-3%	-$113K	0.05%	225
2025 Q3	$3.96M	Sell	30,518 -999	-3%	-$128K	0.05%	228
2025 Q2	$3.89M	Buy	+31,517	New	+$3.71M	0.05%	224

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

Midwest Trust's IJJ Position: Q2 2026 in Review

Midwest Trust reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.92% in Q2 2026, selling an estimated $39K and leaving 29,619 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #219.

Midwest Trust first reported a position in IJJ in Q2 2025 and has held it in 5 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Midwest Trust held 29,619 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.38M as of Q2 2026.
Midwest Trust sold 276 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $39K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Midwest Trust's portfolio in Q2 2026, its #219 holding.
Midwest Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 5 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.