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Briaud Financial Planning’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Briaud Financial Planning’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40
Closed -$5K – 180
2025
Q2 		$5K Buy
+40
New +$5.01K ﹤0.01% 280

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Briaud Financial Planning sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q3 2025, closing a stake of 40 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in IJT in Q2 2025 and held it in 1 quarter. The position peaked at $5K in Q2 2025. 730 funds tracked by Wall St. Rank hold IJT as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 40 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares S&P Small-Cap 600 Growth ETF position peaked at $5K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2025.

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