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

Consolidated Planning Corp’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 Q1	–	Sell	-1,880	Closed	-$247K	–	170
2025 Q4	$247K	Sell	1,880 -70	-4%	-$9.11K	0.03%	188
2025 Q3	$253K	Buy	1,950 +70	+4%	+$8.96K	0.03%	174
2025 Q2	$232K	Hold	1,880	–	–	0.03%	178
2025 Q1	$225K	Hold	1,880	–	–	0.03%	175
2024 Q4	$235K	Sell	1,880 -210	-10%	-$26.8K	0.03%	186
2024 Q3	$258K	Hold	2,090	–	–	0.04%	171
2024 Q2	$237K	Hold	2,090	–	–	0.04%	169
2024 Q1	$247K	Hold	2,090	–	–	0.04%	158
2023 Q4	$238K	Hold	2,090	–	–	0.04%	145
2023 Q3	$211K	Hold	2,090	–	–	0.05%	148
2023 Q2	$224K	Hold	2,090	–	–	0.05%	149
2023 Q1	$215K	Hold	2,090	–	–	0.06%	115
2022 Q4	$211K	Buy	+2,090	New	+$209K	0.06%	114
2022 Q2	–	Sell	-2,090	Closed	-$229K	–	119
2022 Q1	$229K	Hold	2,090	–	–	0.16%	55
2021 Q4	$231K	Hold	2,090	–	–	0.15%	58
2021 Q3	$215K	Hold	2,090	–	–	0.14%	56
2021 Q2	$220K	Hold	2,090	–	–	0.16%	51
2021 Q1	$213K	Buy	+2,090	New	+$200K	0.14%	53

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Consolidated Planning Corp's IJJ Position: Q1 2026 in Review

Consolidated Planning Corp sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026, closing a stake of 1,880 shares — an estimated $247K sold.

Consolidated Planning Corp first reported a position in IJJ in Q1 2021 and held it in 18 quarters. The position peaked at $258K in Q3 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Consolidated Planning Corp reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 1,880 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $247K.
Consolidated Planning Corp first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2021 and held it in 18 quarters.
Consolidated Planning Corp's iShares S&P Mid-Cap 400 Value ETF position peaked at $258K in Q3 2024.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.