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

Sensible Money’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	$467K	Buy	3,391 +80	+2%	+$11.7K	0.12%	58
2026 Q2	$489K	Hold	3,311	–	–	0.13%	54
2026 Q1	$439K	Hold	3,311	–	–	0.13%	50
2025 Q4	$436K	Hold	3,311	–	–	0.14%	51
2025 Q3	$430K	Hold	3,311	–	–	0.15%	50
2025 Q2	$409K	Hold	3,311	–	–	0.16%	50
2025 Q1	$396K	Hold	3,311	–	–	0.17%	49
2024 Q4	$414K	Sell	3,311 -112	-3%	-$14.3K	0.18%	47
2024 Q3	$423K	Buy	3,423 +93	+3%	+$11.1K	0.18%	48
2024 Q2	$378K	Hold	3,330	–	–	0.18%	49
2024 Q1	$394K	Buy	3,330 +112	+3%	+$12.6K	0.21%	43
2023 Q4	$367K	Sell	3,218 -112	-3%	-$11.5K	0.22%	44
2023 Q3	$336K	Hold	3,330	–	–	0.24%	44
2023 Q2	$357K	Hold	3,330	–	–	0.26%	44
2023 Q1	$342K	Hold	3,330	–	–	0.3%	44
2022 Q4	$336K	Buy	+3,330	New	+$333K	0.36%	42

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sensible Money's IJJ Position: Q3 2026 in Review

Sensible Money increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.4% in Q3 2026, buying an estimated $11.7K and bringing the position to 3,391 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #58.

Sensible Money first reported a position in IJJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $489K in Q2 2026. 772 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

Sensible Money held 3,391 shares of iShares S&P Mid-Cap 400 Value ETF worth $467K as of Q3 2026.
Sensible Money bought 80 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $11.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Sensible Money's portfolio in Q3 2026, its #58 holding.
Sensible Money first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 16 quarters since.
Sensible Money's iShares S&P Mid-Cap 400 Value ETF position peaked at $489K in Q2 2026.
772 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.