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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's IJJ Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 4,502 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #121.

Schaper Benz & Wise Investment Counsel first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. 450 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 4,502 shares of iShares S&P Mid-Cap 400 Value ETF worth $665K as of Q2 2026.
Schaper Benz & Wise Investment Counsel 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 0.04% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #121 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 19 quarters since.
450 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.