Turning Point Benefit Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Turning Point Benefit Group’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	$2.86M	Buy	19,473 +14,127	+264%	+$2M	1.23%	25
2026 Q1	$717K	Sell	5,346 -8,549	-62%	-$1.17M	0.46%	46
2025 Q4	$1.83M	Buy	13,895 +3,146	+29%	+$410K	0.96%	29
2025 Q3	$1.4M	Buy	10,749 +7,254	+208%	+$929K	0.85%	30
2025 Q2	$432K	Buy	3,495 +1,242	+55%	+$146K	0.33%	54
2025 Q1	$240K	Sell	2,253 -3,295	-59%	-$413K	0.22%	63
2024 Q4	$693K	Buy	+5,548	New	+$708K	0.66%	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

Turning Point Benefit Group's IJJ Position: Q2 2026 in Review

Turning Point Benefit Group increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 264% in Q2 2026, buying an estimated $2M and bringing the position to 19,473 shares worth $2.86M. The position accounts for 1.23% of the portfolio, ranked #25.

Turning Point Benefit Group first reported a position in IJJ in Q4 2024 and has held it in 7 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Turning Point Benefit Group held 19,473 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.86M as of Q2 2026.
Turning Point Benefit Group bought 14,127 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $2M.
iShares S&P Mid-Cap 400 Value ETF made up 1.23% of Turning Point Benefit Group's portfolio in Q2 2026, its #25 holding.
Turning Point Benefit Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and has held it in 7 quarters since.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.