Old Point Trust & Financial Services N A’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Old Point Trust & Financial Services N A’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	$157K	Hold	1,062	–	–	0.05%	137
2026 Q1	$141K	Hold	1,062	–	–	0.05%	135
2025 Q4	$140K	Hold	1,062	–	–	0.04%	143
2025 Q3	$138K	Hold	1,062	–	–	0.04%	144
2025 Q2	$131K	Hold	1,062	–	–	0.05%	138
2025 Q1	$127K	Hold	1,062	–	–	0.04%	140
2024 Q4	$133K	Buy	+1,062	New	+$136K	0.05%	135

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

Old Point Trust & Financial Services N A's IJJ Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,062 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #137.

Old Point Trust & Financial Services N A first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Old Point Trust & Financial Services N A held 1,062 shares of iShares S&P Mid-Cap 400 Value ETF worth $157K as of Q2 2026.
Old Point Trust & Financial Services N A 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 0.05% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #137 holding.
Old Point Trust & Financial Services N A first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.