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

Union Savings Bank’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	$26K	Hold	176	–	–	0.01%	231
2026 Q1	$23.3K	Hold	176	–	–	0.01%	231
2025 Q4	$23.2K	Buy	+176	New	+$22.9K	0.01%	234
2025 Q2	$21.9K	Hold	176	–	–	0.01%	244
2025 Q1	$21.1K	Hold	176	–	–	0.01%	251
2024 Q4	$22K	Sell	176 -314	-64%	-$40.1K	0.01%	248
2024 Q3	$60.6K	Hold	490	–	–	0.03%	211
2024 Q2	$55.6K	Hold	490	–	–	0.03%	211
2024 Q1	$58K	Hold	490	–	–	0.03%	208
2023 Q4	$55.9K	Hold	490	–	–	0.03%	207
2023 Q3	$49.5K	Hold	490	–	–	0.03%	209
2023 Q2	$54.8K	Buy	+490	New	+$49.8K	0.03%	207

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Union Savings Bank's IJJ Position: Q2 2026 in Review

Union Savings Bank held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 176 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #231.

Union Savings Bank first reported a position in IJJ in Q2 2023 and has held it in 12 quarters since. The position peaked at $60.6K in Q3 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Union Savings Bank held 176 shares of iShares S&P Mid-Cap 400 Value ETF worth $26K as of Q2 2026.
Union Savings Bank 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 0.01% of Union Savings Bank's portfolio in Q2 2026, its #231 holding.
Union Savings Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $60.6K in Q3 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.