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Briaud Financial Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Briaud Financial Planning’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,345
Closed -$207K – 178
2025
Q2 		$207K Buy
3,345
+560
+20% +$32.9K 0.08% 35
2025
Q1 		$162K Buy
+2,785
New +$173K 0.06% 42

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Briaud Financial Planning's IJH Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 3,345 shares — an estimated $207K sold.

Briaud Financial Planning first reported a position in IJH in Q1 2025 and held it in 2 quarters. The position peaked at $207K in Q2 2025. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 3,345 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $207K.
  • Briaud Financial Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and held it in 2 quarters.
  • Briaud Financial Planning's iShares Core S&P Mid-Cap ETF position peaked at $207K in Q2 2025.
  • 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.