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

Comprehensive 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	$31.5K	Buy	213 +1	+0.5%	+$141	0.02%	201
2026 Q1	$28.2K	Buy	212 +1	+0.5%	+$137	0.02%	191
2025 Q4	$27.9K	Hold	211	–	–	0.02%	193
2025 Q3	$27.3K	Buy	211 +1	+0.5%	+$128	0.02%	195
2025 Q2	$25.9K	Buy	210 +2	+1%	+$235	0.02%	183
2025 Q1	$25K	Sell	208 -78	-27%	-$9.77K	0.02%	168
2024 Q4	$35.8K	Buy	+286	New	+$36.5K	0.03%	173

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 22.9% 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

Comprehensive Financial Planning's IJJ Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.47% in Q2 2026, buying an estimated $141 and bringing the position to 213 shares worth $31.5K. The position accounts for 0.02% of the portfolio, ranked #201.

Comprehensive Financial Planning first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.8K in Q4 2024. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Comprehensive Financial Planning held 213 shares of iShares S&P Mid-Cap 400 Value ETF worth $31.5K as of Q2 2026.
Comprehensive Financial Planning bought 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #201 holding.
Comprehensive Financial Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares S&P Mid-Cap 400 Value ETF position peaked at $35.8K in Q4 2024.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.