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

Perkins Coie Trust Company’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
2025 Q4	–	Sell	-85	Closed	-$11K	–	276
2025 Q3	$11K	Hold	85	–	–	﹤0.01%	223
2025 Q2	$10.5K	Hold	85	–	–	﹤0.01%	246
2025 Q1	$10.2K	Sell	85 -300	-78%	-$37.6K	﹤0.01%	249
2024 Q4	$48.1K	Buy	385 +300	+353%	+$38.3K	0.01%	181
2024 Q3	$10.5K	Hold	85	–	–	﹤0.01%	246
2024 Q2	$9.64K	Hold	85	–	–	﹤0.01%	235
2024 Q1	$10.1K	Hold	85	–	–	﹤0.01%	203
2023 Q4	$9.69K	Hold	85	–	–	﹤0.01%	208
2023 Q3	$8.58K	Hold	85	–	–	﹤0.01%	235
2023 Q2	$9.11K	Hold	85	–	–	﹤0.01%	184
2023 Q1	$8.73K	Hold	85	–	–	﹤0.01%	195
2022 Q4	$8.57K	Hold	85	–	–	﹤0.01%	188
2022 Q3	$8K	Hold	85	–	–	﹤0.01%	195
2022 Q2	$8K	Hold	85	–	–	﹤0.01%	195
2022 Q1	$9K	Hold	85	–	–	﹤0.01%	200
2021 Q4	$9K	Hold	85	–	–	﹤0.01%	195
2021 Q3	$9K	Hold	85	–	–	﹤0.01%	208
2021 Q2	$9K	Hold	85	–	–	﹤0.01%	222
2021 Q1	$9K	Sell	85 -27	-24%	-$2.58K	﹤0.01%	202
2020 Q4	$10K	Hold	112	–	–	﹤0.01%	208
2020 Q3	$8K	Hold	112	–	–	﹤0.01%	208
2020 Q2	$7K	Hold	112	–	–	﹤0.01%	222
2020 Q1	$6K	Hold	112	–	–	﹤0.01%	246
2019 Q4	$10K	Hold	112	–	–	﹤0.01%	245
2019 Q3	$9K	Hold	112	–	–	﹤0.01%	250
2019 Q2	$9K	Hold	112	–	–	﹤0.01%	249
2019 Q1	$9K	Hold	112	–	–	﹤0.01%	256
2018 Q4	$8K	Hold	112	–	–	﹤0.01%	256
2018 Q3	$9K	Hold	112	–	–	﹤0.01%	258
2018 Q2	$9K	Hold	112	–	–	﹤0.01%	263
2018 Q1	$9K	Hold	112	–	–	﹤0.01%	263
2017 Q4	$9K	Sell	112 -14	-11%	-$1.09K	﹤0.01%	256
2017 Q3	$10K	Hold	126	–	–	0.01%	258
2017 Q2	$9K	Hold	126	–	–	﹤0.01%	261
2017 Q1	$9K	Hold	126	–	–	0.01%	247
2016 Q4	$9K	Hold	126	–	–	0.01%	250
2016 Q3	$8K	Sell	126 -1,320	-91%	-$87.2K	0.01%	216
2016 Q2	$93K	Hold	1,446	–	–	0.06%	100
2016 Q1	$90K	Hold	1,446	–	–	0.06%	102
2015 Q4	$85K	Hold	1,446	–	–	0.06%	94
2015 Q3	$83K	Hold	1,446	–	–	0.07%	98
2015 Q2	$93K	Hold	1,446	–	–	0.07%	98
2015 Q1	$95K	Hold	1,446	–	–	0.07%	92
2014 Q4	$92K	Hold	1,446	–	–	0.07%	88
2014 Q3	$87K	Hold	1,446	–	–	0.07%	86
2014 Q2	$92K	Hold	1,446	–	–	0.09%	78
2014 Q1	$87K	Hold	1,446	–	–	0.08%	79
2013 Q4	$84K	Buy	+1,446	New	+$81.4K	0.08%	80

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $8.81B AUM 22.47% 1-Year Est. Return

Perkins Coie Trust Company's IJJ Position: Q4 2025 in Review

Perkins Coie Trust Company sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 85 shares — an estimated $11K sold.

Perkins Coie Trust Company first reported a position in IJJ in Q4 2013 and held it in 48 quarters. The position peaked at $95K in Q1 2015. 838 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Perkins Coie Trust Company reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
Perkins Coie Trust Company sold 85 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $11K.
Perkins Coie Trust Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2013 and held it in 48 quarters.
Perkins Coie Trust Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $95K in Q1 2015.
838 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Perkins Coie Trust Company's 13F filing for Q4 2025, filed 12 Jan 2026.