Whitaker-Myers Wealth Managers’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Whitaker-Myers Wealth Managers’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	$3.72M	Sell	26,987 -2,296	-8%	-$336K	0.61%	26
2026 Q2	$4.33M	Buy	29,283 +1,616	+6%	+$229K	0.72%	22
2026 Q1	$3.67M	Buy	27,667 +3,973	+17%	+$544K	0.73%	21
2025 Q4	$3.12M	Buy	23,694 +5,054	+27%	+$658K	0.65%	21
2025 Q3	$2.42M	Buy	18,640 +5,848	+46%	+$749K	0.53%	27
2025 Q2	$1.58M	Buy	12,792 +1,690	+15%	+$199K	0.4%	27
2025 Q1	$1.33M	Buy	11,102 +1,694	+18%	+$212K	0.37%	33
2024 Q4	$1.18M	Sell	9,408 -3,903	-29%	-$498K	0.34%	35
2024 Q3	$1.65M	Buy	13,311 +483	+4%	+$57.4K	0.55%	26
2024 Q2	$1.46M	Sell	12,828 -2,824	-18%	-$322K	0.54%	26
2024 Q1	$1.85M	Sell	15,652 -413	-3%	-$46.5K	0.78%	20
2023 Q4	$1.83M	Buy	16,065 +2,197	+16%	+$226K	0.91%	18
2023 Q3	$1.4M	Buy	13,868 +1,838	+15%	+$196K	0.87%	23
2023 Q2	$1.29M	Buy	12,030 +116	+1%	+$11.8K	0.86%	26
2023 Q1	$1.22M	Buy	11,914 +1,641	+16%	+$175K	0.95%	27
2022 Q4	$1.04M	Buy	+10,273	New	+$1.03M	0.99%	29

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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IJJ Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.8% in Q3 2026, selling an estimated $336K and leaving 26,987 shares worth $3.72M. The position accounts for 0.61% of the portfolio, ranked #26.

Whitaker-Myers Wealth Managers first reported a position in IJJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.33M in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Whitaker-Myers Wealth Managers held 26,987 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.72M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 2,296 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $336K.
iShares S&P Mid-Cap 400 Value ETF made up 0.61% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #26 holding.
Whitaker-Myers Wealth Managers first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 16 quarters since.
Whitaker-Myers Wealth Managers's iShares S&P Mid-Cap 400 Value ETF position peaked at $4.33M 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 Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.