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

Plan Group Financial’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	$223K	Buy	+1,510	New	+$214K	0.05%	225

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

Plan Group Financial's IJJ Position: Q2 2026 in Review

Plan Group Financial opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 1,510 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #225 among its holdings.

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

Plan Group Financial held 1,510 shares of iShares S&P Mid-Cap 400 Value ETF worth $223K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Plan Group Financial position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #225 holding.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.