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 Q3	$299K	Sell	2,134 -42	-2%	-$6.16K	0.01%	782
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

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Wedmont Private Capital's IJJ Position: Q3 2026 in Review

Wedmont Private Capital reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.9% in Q3 2026, selling an estimated $6.16K and leaving 2,134 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #782.

Wedmont Private Capital first reported a position in IJJ in Q4 2023 and has held it in 6 quarters since. The position peaked at $319K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Wedmont Private Capital held 2,134 shares of iShares S&P Mid-Cap 400 Value ETF worth $299K as of Q3 2026.
Wedmont Private Capital sold 42 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $6.16K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #782 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 6 quarters since.
Wedmont Private Capital's iShares S&P Mid-Cap 400 Value ETF position peaked at $319K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.