Planning Project LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Planning Project LLC’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	$61.2K	Buy	+465	New	+$60.5K	0.02%	58

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 22.96% 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

Planning Project LLC's IJJ Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025: 465 shares worth $61.2K. The stake represents 0.02% of the portfolio and ranks #58 among its holdings.

839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Planning Project LLC held 465 shares of iShares S&P Mid-Cap 400 Value ETF worth $61.2K as of Q4 2025.
iShares S&P Mid-Cap 400 Value ETF was a new Planning Project LLC position in Q4 2025.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #58 holding.
839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.