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

Tower Trust & Investment 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
2026
Q2 		– Sell
-40
Closed -$5.3K – 250
2026
Q1 		$5.3K Hold
40
– – ﹤0.01% 187
2025
Q4 		$5.26K Sell
40
-35
-47% -$4.56K ﹤0.01% 184
2025
Q3 		$9.73K Hold
75
– – 0.01% 159
2025
Q2 		$9.27K Hold
75
– – 0.01% 163
2025
Q1 		$8.56K Buy
+75
New +$9.39K 0.01% 166

Other funds holding IJJ

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
EK
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Tower Trust & Investment Company's IJJ Position: Q2 2026 in Review

Tower Trust & Investment Company sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026, closing a stake of 40 shares — an estimated $5.3K sold.

Tower Trust & Investment Company first reported a position in IJJ in Q1 2025 and held it in 5 quarters. The position peaked at $9.73K in Q3 2025. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Tower Trust & Investment Company reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Tower Trust & Investment Company sold 40 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $5.3K.
  • Tower Trust & Investment Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 5 quarters.
  • Tower Trust & Investment Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.73K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.