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

Fee-Only 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	$213K	Buy	+1,440	New	+$204K	0.11%	44

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

Fee-Only Financial Planning's IJJ Position: Q2 2026 in Review

Fee-Only Financial Planning opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,440 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings.

874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Fee-Only Financial Planning held 1,440 shares of iShares S&P Mid-Cap 400 Value ETF worth $213K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Fee-Only Financial Planning position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.11% of Fee-Only Financial Planning's portfolio in Q2 2026, its #44 holding.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.