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

Financial Life Planners’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	$93.4K	Buy	632 +2	+0.3%	+$283	0.06%	89
2026 Q1	$83.5K	Buy	+630	New	+$86.3K	0.06%	89
2025 Q4	–	Sell	-625	Closed	-$81.1K	–	175
2025 Q3	$81.1K	Buy	+625	New	+$80K	0.05%	101
2025 Q2	–	Sell	-941	Closed	-$113K	–	65
2025 Q1	$113K	Sell	941 -39	-4%	-$4.88K	0.11%	73
2024 Q4	$122K	Buy	+980	New	+$125K	0.1%	66

Other funds holding IJJ

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Financial Life Planners's IJJ Position: Q2 2026 in Review

Financial Life Planners increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.32% in Q2 2026, buying an estimated $283 and bringing the position to 632 shares worth $93.4K. The position accounts for 0.06% of the portfolio, ranked #89.

Financial Life Planners first reported a position in IJJ in Q4 2024 and has held it in 5 quarters since. The position peaked at $122K in Q4 2024. 429 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Financial Life Planners held 632 shares of iShares S&P Mid-Cap 400 Value ETF worth $93.4K as of Q2 2026.
Financial Life Planners bought 2 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $283.
iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #89 holding.
Financial Life Planners first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's iShares S&P Mid-Cap 400 Value ETF position peaked at $122K in Q4 2024.
429 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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