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

Briaud Financial Planning’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-259
Closed -$23K – 210
2024
Q4 		$23K Buy
+259
New +$24.4K 0.01% 115

Other funds holding IJK

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
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 IJK Position: Q1 2025 in Review

Briaud Financial Planning sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 259 shares — an estimated $23K sold.

Briaud Financial Planning first reported a position in IJK in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

  • Briaud Financial Planning reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 259 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $23K.
  • Briaud Financial Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Briaud Financial Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $23K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

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