Stock Yards Bank & Trust’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Stock Yards Bank & Trust’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 Q1	$252K	Hold	1,902	–	–	0.01%	361
2025 Q4	$250K	Sell	1,902 -220	-10%	-$28.6K	0.01%	366
2025 Q3	$275K	Hold	2,122	–	–	0.01%	350
2025 Q2	$262K	Sell	2,122 -48	-2%	-$5.65K	0.01%	343
2025 Q1	$260K	Sell	2,170 -94	-4%	-$11.8K	0.01%	342
2024 Q4	$283K	Sell	2,264 -107	-5%	-$13.7K	0.01%	330
2024 Q3	$293K	Sell	2,371 -810	-25%	-$96.3K	0.01%	329
2024 Q2	$361K	Sell	3,181 -416	-12%	-$47.4K	0.01%	304
2024 Q1	$425K	Sell	3,597 -285	-7%	-$32.1K	0.01%	300
2023 Q4	$443K	Sell	3,882 -550	-12%	-$56.6K	0.02%	290
2023 Q3	$447K	Buy	4,432 +178	+4%	+$19K	0.02%	275
2023 Q2	$456K	Hold	4,254	–	–	0.02%	288
2023 Q1	$437K	Sell	4,254 -313	-7%	-$33.4K	0.02%	298
2022 Q4	$460K	Buy	+4,567	New	+$456K	0.02%	302

Other funds holding IJJ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Stock Yards Bank & Trust's IJJ Position: Q1 2026 in Review

Stock Yards Bank & Trust held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 1,902 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #361.

Stock Yards Bank & Trust first reported a position in IJJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $460K in Q4 2022. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Stock Yards Bank & Trust held 1,902 shares of iShares S&P Mid-Cap 400 Value ETF worth $252K as of Q1 2026.
Stock Yards Bank & Trust left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #361 holding.
Stock Yards Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
Stock Yards Bank & Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $460K in Q4 2022.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.