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 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 $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Sensible Money's IJJ Position: Q1 2026 in Review

Sensible Money held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 3,311 shares worth $439K. The position accounts for 0.13% of the portfolio, ranked #50.

Sensible Money first reported a position in IJJ in Q4 2022 and has held it in 14 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Sensible Money held 3,311 shares of iShares S&P Mid-Cap 400 Value ETF worth $439K as of Q1 2026.
Sensible Money left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.13% of Sensible Money's portfolio in Q1 2026, its #50 holding.
Sensible Money first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 14 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.