Pettyjohn Wood & White’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Pettyjohn Wood & White’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	$398K	Buy	2,694 +30	+1%	+$4.24K	0.06%	168
2026 Q1	$353K	Sell	2,664 -100	-4%	-$13.7K	0.06%	164
2025 Q4	$364K	Hold	2,764	–	–	0.06%	156
2025 Q3	$359K	Buy	2,764 +264	+11%	+$33.8K	0.06%	150
2025 Q2	$309K	Hold	2,500	–	–	0.06%	158
2025 Q1	$299K	Hold	2,500	–	–	0.06%	154
2024 Q4	$312K	Sell	2,500 -350	-12%	-$44.7K	0.06%	161
2024 Q3	$352K	Hold	2,850	–	–	0.06%	154
2024 Q2	$323K	Hold	2,850	–	–	0.06%	159
2024 Q1	$337K	Sell	2,850 -390	-12%	-$43.9K	0.07%	154
2023 Q4	$369K	Hold	3,240	–	–	0.08%	140
2023 Q3	$327K	Hold	3,240	–	–	0.08%	146
2023 Q2	$347K	Buy	3,240 +10	+0.3%	+$1.02K	0.08%	140
2023 Q1	$332K	Sell	3,230 -120	-4%	-$12.8K	0.08%	140
2022 Q4	$338K	Hold	3,350	–	–	0.08%	131
2022 Q3	$302K	Buy	3,350 +90	+3%	+$8.96K	0.08%	136
2022 Q2	$308K	Buy	3,260 +180	+6%	+$18.4K	0.07%	140
2022 Q1	$338K	Hold	3,080	–	–	0.07%	134
2021 Q4	$341K	Hold	3,080	–	–	0.07%	135
2021 Q3	$317K	Sell	3,080 -40	-1%	-$4.2K	0.07%	135
2021 Q2	$329K	Sell	3,120 -400	-11%	-$42.7K	0.07%	134
2021 Q1	$359K	Hold	3,520	–	–	0.09%	122
2020 Q4	$304K	Sell	3,520 -650	-16%	-$51K	0.08%	125
2020 Q3	$281K	Sell	4,170 -376	-8%	-$26K	0.08%	119
2020 Q2	$302K	Sell	4,546 -1,246	-22%	-$78.2K	0.1%	114
2020 Q1	$318K	Hold	5,792	–	–	0.12%	101
2019 Q4	$494K	Buy	5,792 +390	+7%	+$32K	0.14%	98
2019 Q3	$432K	Hold	5,402	–	–	0.13%	100
2019 Q2	$431K	Hold	5,402	–	–	0.13%	102
2019 Q1	$424K	Buy	5,402 +980	+22%	+$75.9K	0.14%	103
2018 Q4	$306K	Buy	4,422 +1,220	+38%	+$93.3K	0.11%	111
2018 Q3	$268K	Hold	3,202	–	–	0.09%	127
2018 Q2	$259K	Buy	3,202 +230	+8%	+$18.4K	0.09%	133
2018 Q1	$230K	Buy	+2,972	New	+$236K	0.08%	137

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

Pettyjohn Wood & White's IJJ Position: Q2 2026 in Review

Pettyjohn Wood & White increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.1% in Q2 2026, buying an estimated $4.24K and bringing the position to 2,694 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #168.

Pettyjohn Wood & White first reported a position in IJJ in Q1 2018 and has held it in 34 quarters since. The position peaked at $494K in Q4 2019. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Pettyjohn Wood & White held 2,694 shares of iShares S&P Mid-Cap 400 Value ETF worth $398K as of Q2 2026.
Pettyjohn Wood & White bought 30 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $4.24K.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Pettyjohn Wood & White's portfolio in Q2 2026, its #168 holding.
Pettyjohn Wood & White first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2018 and has held it in 34 quarters since.
Pettyjohn Wood & White's iShares S&P Mid-Cap 400 Value ETF position peaked at $494K in Q4 2019.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.