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

Briaud 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
2025
Q1 		– Sell
-60
Closed -$7K – 209
2024
Q4 		$7K Buy
+60
New +$7.66K ﹤0.01% 145

Other funds holding IJJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Briaud Financial Planning's IJJ Position: Q1 2025 in Review

Briaud Financial Planning sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2025, closing a stake of 60 shares — an estimated $7K sold.

Briaud Financial Planning first reported a position in IJJ in Q4 2024 and held it in 1 quarter. The position peaked at $7K in Q4 2024. 817 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

  • Briaud Financial Planning reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 60 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2025, an estimated $7K.
  • Briaud Financial Planning first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2024 and held it in 1 quarter.
  • Briaud Financial Planning's iShares S&P Mid-Cap 400 Value ETF position peaked at $7K in Q4 2024.
  • 817 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

Based on Briaud Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.