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

Sterling Financial 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
Q1 		$20.4M Buy
153,885
+910
+0.6% +$125K 6.05% 2
2025
Q4 		$20.1M Buy
152,975
+5,107
+3% +$665K 6.07% 2
2025
Q3 		$19.2M Buy
147,868
+1,444
+1% +$185K 6.05% 2
2025
Q2 		$18.1M Buy
146,424
+6,634
+5% +$780K 6.05% 1
2025
Q1 		$16.7M Buy
139,790
+4,650
+3% +$582K 6.07% 2
2024
Q4 		$16.9M Sell
135,140
-1,599
-1% -$204K 6.21% 1
2024
Q3 		$16.9M Buy
136,739
+4,938
+4% +$587K 6.23% 1
2024
Q2 		$15M Buy
131,801
+2,181
+2% +$249K 6.07% 1
2024
Q1 		$15.3M Buy
129,620
+1,745
+1% +$196K 6.21% 1
2023
Q4 		$14.6M Buy
127,875
+2,162
+2% +$222K 6.31% 1
2023
Q3 		$12.7M Buy
125,713
+1,674
+1% +$179K 6.5% 1
2023
Q2 		$13.3M Buy
124,039
+7,722
+7% +$784K 6.58% 1
2023
Q1 		$12M Buy
116,317
+2,780
+2% +$297K 6.49% 2
2022
Q4 		$11.4M Buy
113,537
+2,224
+2% +$222K 6.83% 2
2022
Q3 		$10M Buy
111,313
+10,238
+10% +$1.02M 7.02% 2
2022
Q2 		$9.54M Buy
101,075
+4,260
+4% +$434K 6.71% 1
2022
Q1 		$10.6M Buy
96,815
+1,614
+2% +$174K 6.68% 1
2021
Q4 		$10.5M Buy
95,201
+1,711
+2% +$186K 6.59% 1
2021
Q3 		$9.63M Buy
93,490
+1,132
+1% +$119K 6.13% 1
2021
Q2 		$9.73M Sell
92,358
-1,318
-1% -$141K 6.32% 1
2021
Q1 		$9.55M Sell
93,676
-221
-0.2% -$21.1K 6.81% 1
2020
Q4 		$8.1M Buy
+93,897
New +$7.37M 6.52% 2

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
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

Sterling Financial Planning's IJJ Position: Q1 2026 in Review

Sterling Financial Planning increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.59% in Q1 2026, buying an estimated $125K and bringing the position to 153,885 shares worth $20.4M. The position accounts for 6.05% of the portfolio, ranked #2.

Sterling Financial Planning first reported a position in IJJ in Q4 2020 and has held it in 22 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Sterling Financial Planning held 153,885 shares of iShares S&P Mid-Cap 400 Value ETF worth $20.4M as of Q1 2026.
  • Sterling Financial Planning bought 910 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $125K.
  • iShares S&P Mid-Cap 400 Value ETF made up 6.05% of Sterling Financial Planning's portfolio in Q1 2026, its #2 holding.
  • Sterling Financial Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.