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

Total Wealth 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
2025
Q4 		– Sell
-4,830
Closed -$627K – 62
2025
Q3 		$627K Hold
4,830
– – 0.07% 70
2025
Q2 		$597K Hold
4,830
– – 0.08% 69
2025
Q1 		$578K Hold
4,830
– – 0.09% 58
2024
Q4 		$604K Hold
4,830
– – 0.09% 58
2024
Q3 		$597K Sell
4,830
-105
-2% -$12.5K 0.09% 58
2024
Q2 		$598K Hold
4,935
– – 0.1% 58
2024
Q1 		$584K Sell
4,935
-363
-7% -$40.9K 0.1% 62
2023
Q4 		$604K Hold
5,298
– – 0.11% 61
2023
Q3 		$535K Sell
5,298
-180
-3% -$19.2K 0.11% 60
2023
Q2 		$587K Sell
5,478
-100
-2% -$10.2K 0.12% 58
2023
Q1 		$573K Sell
5,578
-41
-0.7% -$4.38K 0.13% 58
2022
Q4 		$566K Sell
5,619
-398
-7% -$39.7K 0.14% 58
2022
Q3 		$542K Sell
6,017
-220
-4% -$21.9K 0.15% 56
2022
Q2 		$589K Buy
6,237
+166
+3% +$16.9K 0.17% 57
2022
Q1 		$666K Buy
6,071
+3,045
+101% +$329K 0.18% 52
2021
Q4 		$475K Sell
3,026
-3,367
-53% -$366K 0.29% 27
2021
Q3 		$659K Hold
6,393
– – 0.24% 29
2021
Q2 		$673K Sell
6,393
-222
-3% -$23.7K 0.26% 27
2021
Q1 		$674K Sell
6,615
-184
-3% -$17.6K 0.29% 26
2020
Q4 		$587K Sell
6,799
-227
-3% -$17.8K 0.27% 29
2020
Q3 		$474K Sell
7,026
-154
-2% -$10.6K 0.25% 31
2020
Q2 		$477K Sell
7,180
-204
-3% -$12.8K 0.26% 29
2020
Q1 		$405K Buy
7,384
+1,350
+22% +$101K 0.26% 28
2019
Q4 		$515K Buy
6,034
+54
+0.9% +$4.44K 0.27% 27
2019
Q3 		$478K Hold
5,980
– – 0.27% 27
2019
Q2 		$477K Sell
5,980
-72
-1% -$5.71K 0.28% 27
2019
Q1 		$475K Sell
6,052
-172
-3% -$13.3K 0.29% 27
2018
Q4 		$430K Buy
+6,224
New +$476K 0.3% 27

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AF
Align Financial Hermantown, Minnesota $176M AUM
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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Total Wealth Planning's IJJ Position: Q4 2025 in Review

Total Wealth Planning sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025, closing a stake of 4,830 shares — an estimated $627K sold.

Total Wealth Planning first reported a position in IJJ in Q4 2018 and held it in 28 quarters. The position peaked at $674K in Q1 2021. 838 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • Total Wealth Planning reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 4,830 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $627K.
  • Total Wealth Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2018 and held it in 28 quarters.
  • Total Wealth Planning's iShares S&P Mid-Cap 400 Value ETF position peaked at $674K in Q1 2021.
  • 838 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.