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

Townsend 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 Q2	$338K	Sell	2,286 -26	-1%	-$3.68K	0.29%	26
2026 Q1	$306K	Sell	2,312 -154	-6%	-$21.1K	0.3%	26
2025 Q4	$325K	Buy	+2,466	New	+$321K	0.32%	22

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Townsend Financial Planning's IJJ Position: Q2 2026 in Review

Townsend Financial Planning reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.1% in Q2 2026, selling an estimated $3.68K and leaving 2,286 shares worth $338K. The position accounts for 0.29% of the portfolio, ranked #26.

Townsend Financial Planning first reported a position in IJJ in Q4 2025 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Townsend Financial Planning held 2,286 shares of iShares S&P Mid-Cap 400 Value ETF worth $338K as of Q2 2026.
Townsend Financial Planning sold 26 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $3.68K.
iShares S&P Mid-Cap 400 Value ETF made up 0.29% of Townsend Financial Planning's portfolio in Q2 2026, its #26 holding.
Townsend Financial Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2025 and has held it in 3 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Townsend Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.