Wedmont Private Capital’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Wedmont Private Capital’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	$319K	Buy	+2,176	New	+$308K	0.01%	715
2024 Q4	–	Sell	-1,834	Closed	-$224K	–	718
2024 Q3	$224K	Buy	1,834 +6	+0.3%	+$713	0.01%	603
2024 Q2	$214K	Buy	1,828 +3	+0.2%	+$342	0.01%	594
2024 Q1	$213K	Buy	1,825 +3	+0.2%	+$338	0.02%	555
2023 Q4	$206K	Buy	+1,822	New	+$187K	0.02%	530

Other funds holding IJJ

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wedmont Private Capital's IJJ Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 2,176 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in IJJ as recently as Q3 2024.

Wedmont Private Capital first reported a position in IJJ in Q4 2023 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Wedmont Private Capital held 2,176 shares of iShares S&P Mid-Cap 400 Value ETF worth $319K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Wedmont Private Capital position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #715 holding.
Wedmont Private Capital first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 5 quarters since.
157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.