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

Trust Company of Vermont’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	$1.77M	Buy	+12,012	New	+$1.7M	0.07%	163
2025 Q4	$1.58M	Buy	11,997 +7,680	+178%	+$1,000K	0.07%	162
2025 Q3	$560K	Hold	4,317	–	–	0.02%	248
2025 Q2	$533K	Sell	4,317 -374	-8%	-$44K	0.03%	245
2025 Q1	$562K	Buy	4,691 +374	+9%	+$46.8K	0.03%	229
2024 Q4	$539K	Buy	4,317 +941	+28%	+$120K	0.03%	241
2024 Q3	$417K	Hold	3,376	–	–	0.02%	252
2024 Q2	$383K	Hold	3,376	–	–	0.02%	249
2024 Q1	$399K	Hold	3,376	–	–	0.02%	244
2023 Q4	$385K	Hold	3,376	–	–	0.03%	232
2023 Q3	$341K	Hold	3,376	–	–	0.02%	246
2023 Q2	$362K	Sell	3,376 -335	-9%	-$34K	0.02%	251
2023 Q1	$381K	Sell	3,711 -763	-17%	-$81.5K	0.03%	249
2022 Q4	$451K	Buy	4,474 +1,052	+31%	+$105K	0.03%	227
2022 Q3	$308K	Buy	3,422 +5	+0.1%	+$498	0.02%	250
2022 Q2	$323K	Sell	3,417 -43	-1%	-$4.39K	0.02%	248
2022 Q1	$379K	Hold	3,460	–	–	0.03%	246
2021 Q4	$383K	Hold	3,460	–	–	0.02%	249
2021 Q3	$357K	Sell	3,460 -28	-0.8%	-$2.94K	0.03%	249
2021 Q2	$367K	Hold	3,488	–	–	0.03%	252
2021 Q1	$356K	Hold	3,488	–	–	0.03%	246
2020 Q4	$301K	Sell	3,488 -186	-5%	-$14.6K	0.02%	250
2020 Q3	$248K	Sell	3,674 -676	-16%	-$46.7K	0.02%	252
2020 Q2	$289K	Buy	4,350 +2,466	+131%	+$155K	0.03%	239
2020 Q1	$103K	Buy	1,884 +676	+56%	+$50.8K	0.01%	354
2019 Q4	$103K	Buy	+1,208	New	+$99.3K	0.01%	382

Other funds holding IJJ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Trust Company of Vermont's IJJ Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 12,012 shares worth $1.77M. The stake represents 0.07% of the portfolio and ranks #163 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in IJJ as recently as Q4 2025.

Trust Company of Vermont first reported a position in IJJ in Q4 2019 and has held it in 26 quarters since. 586 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Trust Company of Vermont held 12,012 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.77M as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Trust Company of Vermont position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.07% of Trust Company of Vermont's portfolio in Q2 2026, its #163 holding.
Trust Company of Vermont first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 26 quarters since.
586 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.