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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
Q3 		$3.15M Sell
22,889
-483
-2% -$70.8K 0.7% 32
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

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Prosperity Planning's IJJ Position: Q3 2026 in Review

Prosperity Planning reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.1% in Q3 2026, selling an estimated $70.8K and leaving 22,889 shares worth $3.15M. The position accounts for 0.7% of the portfolio, ranked #32.

Prosperity Planning first reported a position in IJJ in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.45M in Q2 2026. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Prosperity Planning held 22,889 shares of iShares S&P Mid-Cap 400 Value ETF worth $3.15M as of Q3 2026.
  • Prosperity Planning sold 483 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $70.8K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.7% of Prosperity Planning's portfolio in Q3 2026, its #32 holding.
  • Prosperity Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Prosperity Planning's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.45M in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.