Midwest Trust’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
Midwest Trust's IJJ Position: Q3 2026 in Review
Midwest Trust increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.5% in Q3 2026, buying an estimated $109K and bringing the position to 30,366 shares worth $4.18M. The position accounts for 0.05% of the portfolio, ranked #221.
Midwest Trust first reported a position in IJJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.38M in Q2 2026. 274 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.
- Midwest Trust held 30,366 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.18M as of Q3 2026.
- Midwest Trust bought 747 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $109K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Midwest Trust's portfolio in Q3 2026, its #221 holding.
- Midwest Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2025 and has held it in 6 quarters since.
- Midwest Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.38M in Q2 2026.
- 274 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.
Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.