Schaper Benz & Wise Investment Counsel’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Schaper Benz & Wise Investment Counsel’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 Q3	$620K	Hold	4,502	–	–	0.04%	123
2026 Q2	$665K	Hold	4,502	–	–	0.04%	121
2026 Q1	$597K	Hold	4,502	–	–	0.05%	121
2025 Q4	$592K	Hold	4,502	–	–	0.04%	120
2025 Q3	$584K	Hold	4,502	–	–	0.04%	117
2025 Q2	$556K	Hold	4,502	–	–	0.04%	114
2025 Q1	$539K	Hold	4,502	–	–	0.04%	115
2024 Q4	$563K	Hold	4,502	–	–	0.05%	112
2024 Q3	$557K	Hold	4,502	–	–	0.04%	113
2024 Q2	$511K	Hold	4,502	–	–	0.04%	106
2024 Q1	$533K	Hold	4,502	–	–	0.04%	108
2023 Q4	$513K	Hold	4,502	–	–	0.05%	103
2023 Q3	$454K	Hold	4,502	–	–	0.04%	105
2023 Q2	$482K	Hold	4,502	–	–	0.05%	104
2023 Q1	$463K	Hold	4,502	–	–	0.05%	105
2022 Q4	$454K	Hold	4,502	–	–	0.05%	104
2022 Q3	$405K	Hold	4,502	–	–	0.05%	107
2022 Q2	$425K	Hold	4,502	–	–	0.04%	115
2022 Q1	$494K	Hold	4,502	–	–	0.04%	114
2021 Q4	$498K	Buy	+4,502	New	+$490K	0.04%	111

Other funds holding IJJ

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's IJJ Position: Q3 2026 in Review

Schaper Benz & Wise Investment Counsel held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 4,502 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #123.

Schaper Benz & Wise Investment Counsel first reported a position in IJJ in Q4 2021 and has held it in 20 quarters since. The position peaked at $665K in Q2 2026. 50 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Schaper Benz & Wise Investment Counsel held 4,502 shares of iShares S&P Mid-Cap 400 Value ETF worth $620K as of Q3 2026.
Schaper Benz & Wise Investment Counsel left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q3 2026, its #123 holding.
Schaper Benz & Wise Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 20 quarters since.
Schaper Benz & Wise Investment Counsel's iShares S&P Mid-Cap 400 Value ETF position peaked at $665K in Q2 2026.
50 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q3 2026, filed 9 Oct 2026.