Whitaker-Myers Wealth Managers’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
DADC
Whitaker-Myers Wealth Managers's IJJ Position: Q2 2026 in Review
Whitaker-Myers Wealth Managers increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 5.8% in Q2 2026, buying an estimated $229K and bringing the position to 29,283 shares worth $4.33M. The position accounts for 0.72% of the portfolio, ranked #22.
Whitaker-Myers Wealth Managers first reported a position in IJJ in Q4 2022 and has held it in 15 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Whitaker-Myers Wealth Managers held 29,283 shares of iShares S&P Mid-Cap 400 Value ETF worth $4.33M as of Q2 2026.
- Whitaker-Myers Wealth Managers bought 1,616 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $229K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.72% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #22 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 15 quarters since.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.