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 $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Align Financial Hermantown, Minnesota $176M AUM

PNC Financial Services Group

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

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

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