Center for Financial Planning’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Center for Financial Planning’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	$97.5K	Hold	660	–	–	0.01%	243
2026 Q1	$87.5K	Hold	660	–	–	0.01%	247
2025 Q4	$86.8K	Hold	660	–	–	0.01%	245
2025 Q3	$85.6K	Hold	660	–	–	0.01%	243
2025 Q2	$81.6K	Hold	660	–	–	0.01%	241
2025 Q1	$79K	Hold	660	–	–	0.01%	233
2024 Q4	$82.5K	Hold	660	–	–	0.01%	211
2024 Q3	$81.6K	Hold	660	–	–	0.01%	199
2024 Q2	$74.9K	Hold	660	–	–	0.01%	199
2024 Q1	$78.1K	Hold	660	–	–	0.01%	198
2023 Q4	$75.3K	Hold	660	–	–	0.01%	184
2023 Q3	$66.6K	Hold	660	–	–	0.01%	189
2023 Q2	$70.7K	Hold	660	–	–	0.01%	195
2023 Q1	$67.8K	Hold	660	–	–	0.02%	190
2022 Q4	$66.5K	Hold	660	–	–	0.02%	192
2022 Q3	$59K	Hold	660	–	–	0.02%	199
2022 Q2	$62K	Hold	660	–	–	0.02%	202
2022 Q1	$72K	Hold	660	–	–	0.01%	200
2021 Q4	$73K	Hold	660	–	–	0.01%	196
2021 Q3	$68K	Hold	660	–	–	0.02%	190
2021 Q2	$70K	Sell	660 -16	-2%	-$1.71K	0.02%	189
2021 Q1	$69K	Buy	676 +16	+2%	+$1.53K	0.02%	186
2020 Q4	$57K	Sell	660 -90	-12%	-$7.06K	0.02%	193
2020 Q3	$51K	Hold	750	–	–	0.02%	185
2020 Q2	$50K	Hold	750	–	–	0.02%	186
2020 Q1	$41K	Hold	750	–	–	0.01%	187
2019 Q4	$64K	Buy	+750	New	+$61.6K	0.02%	167

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

Center for Financial Planning's IJJ Position: Q2 2026 in Review

Center for Financial Planning held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 660 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #243.

Center for Financial Planning first reported a position in IJJ in Q4 2019 and has held it in 27 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Center for Financial Planning held 660 shares of iShares S&P Mid-Cap 400 Value ETF worth $97.5K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #243 holding.
Center for Financial Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2019 and has held it in 27 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.