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

Cornerstone 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	$471K	Hold	3,189	–	–	0.11%	111
2026 Q1	$423K	Sell	3,189 -2	-0.1%	-$274	0.1%	116
2025 Q4	$420K	Buy	+3,191	New	+$415K	0.1%	107
2024 Q4	$360K	Buy	+2,877	New	+$367K	0.14%	99

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

Cornerstone Planning's IJJ Position: Q2 2026 in Review

Cornerstone Planning held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 3,189 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #111.

Cornerstone Planning first reported a position in IJJ in Q4 2024 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Cornerstone Planning held 3,189 shares of iShares S&P Mid-Cap 400 Value ETF worth $471K as of Q2 2026.
Cornerstone 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 0.11% of Cornerstone Planning's portfolio in Q2 2026, its #111 holding.
Cornerstone Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 4 quarters since.
872 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.