Litman Gregory Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$41.2K	Buy	+313	New	+$40.7K	﹤0.01%	239
2021 Q2	–	Sell	-166	Closed	-$17K	–	121
2021 Q1	$17K	Hold	166	–	–	﹤0.01%	139
2020 Q4	$14K	Hold	166	–	–	﹤0.01%	145
2020 Q3	$11K	Hold	166	–	–	﹤0.01%	142
2020 Q2	$11K	Hold	166	–	–	﹤0.01%	130
2020 Q1	$9K	Hold	166	–	–	﹤0.01%	124
2019 Q4	$14K	Hold	166	–	–	﹤0.01%	136
2019 Q3	$13K	Hold	166	–	–	﹤0.01%	130
2019 Q2	$13K	Hold	166	–	–	﹤0.01%	152
2019 Q1	$13K	Hold	166	–	–	﹤0.01%	101
2018 Q4	$11K	Hold	166	–	–	﹤0.01%	111
2018 Q3	$14K	Buy	+166	New	+$13.9K	﹤0.01%	82

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

CFB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Litman Gregory Wealth Management's IJJ Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025: 313 shares worth $41.2K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in IJJ as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in IJJ in Q3 2018 and has held it in 12 quarters since. 841 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Litman Gregory Wealth Management held 313 shares of iShares S&P Mid-Cap 400 Value ETF worth $41.2K as of Q4 2025.
iShares S&P Mid-Cap 400 Value ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #239 holding.
Litman Gregory Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2018 and has held it in 12 quarters since.
841 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.