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

Prosperity Planning’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 		$3.45M Sell
23,372
-283
-1% -$40K 0.79% 29
2026
Q1 		$3.13M Sell
23,655
-182
-0.8% -$24.9K 0.79% 29
2025
Q4 		$3.14M Buy
23,837
+912
+4% +$119K 0.82% 29
2025
Q3 		$2.97M Sell
22,925
-394
-2% -$50.5K 0.8% 30
2025
Q2 		$2.88M Sell
23,319
-37
-0.2% -$4.35K 0.83% 30
2025
Q1 		$2.8M Sell
23,356
-365
-2% -$45.7K 0.88% 30
2024
Q4 		$2.96M Sell
23,721
-2,184
-8% -$279K 0.95% 29
2024
Q3 		$3.2M Sell
25,905
-502
-2% -$59.7K 1.01% 24
2024
Q2 		$3M Sell
26,407
-614
-2% -$70K 1.02% 24
2024
Q1 		$3.2M Sell
27,021
-63
-0.2% -$7.09K 1.11% 22
2023
Q4 		$3.09M Buy
27,084
+86
+0.3% +$8.84K 1.16% 22
2023
Q3 		$2.72M Sell
26,998
-804
-3% -$85.9K 1.14% 23
2023
Q2 		$2.98M Buy
27,802
+212
+0.8% +$21.5K 1.23% 23
2023
Q1 		$2.84M Buy
27,590
+112
+0.4% +$12K 1.24% 22
2022
Q4 		$2.46M Hold
27,478
– – 1.21% 25
2022
Q3 		$2.47M Buy
27,478
+6,782
+33% +$675K 1.29% 24
2022
Q2 		$2.07M Hold
20,696
– – 1.06% 25
2022
Q1 		$2.27M Hold
20,696
– – 1.11% 24
2021
Q4 		$2.29M Sell
20,696
-372
-2% -$40.5K 1.16% 24
2021
Q3 		$2.17M Sell
21,068
-149
-0.7% -$15.7K 1.18% 25
2021
Q2 		$2.23M Sell
21,217
-1,057
-5% -$113K 1.39% 23
2021
Q1 		$2.27M Sell
22,274
-439
-2% -$41.9K 1.61% 19
2020
Q4 		$1.96M Buy
+22,713
New +$1.78M 1.66% 20

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prosperity Planning's IJJ Position: Q2 2026 in Review

Prosperity Planning reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.2% in Q2 2026, selling an estimated $40K and leaving 23,372 shares worth $3.45M. The position accounts for 0.79% of the portfolio, ranked #29.

Prosperity Planning first reported a position in IJJ in Q4 2020 and has held it in 23 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Prosperity Planning held 23,372 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.45M as of Q2 2026.
  • Prosperity Planning sold 283 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $40K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.79% of Prosperity Planning's portfolio in Q2 2026, its #29 holding.
  • Prosperity Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.