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Brighton Jones LLC’s Idaho Strategic Resources IDR Stock Holding History

Brighton Jones LLC’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,343
Closed -$417K – 460
2025
Q3 		$417K Sell
12,343
-12,998
-51% -$307K 0.01% 690
2025
Q2 		$331K Hold
25,341
– – 0.01% 683
2025
Q1 		$363K Hold
25,341
– – 0.01% 479
2024
Q4 		$258K Hold
25,341
– – 0.01% 569
2024
Q3 		$407K Sell
25,341
-25,000
-50% -$299K 0.02% 359
2024
Q2 		$496K Buy
+50,341
New +$469K 0.02% 351

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brighton Jones LLC's IDR Position: Q4 2025 in Review

Brighton Jones LLC sold out of Idaho Strategic Resources (IDR) in Q4 2025, closing a stake of 12,343 shares — an estimated $417K sold.

Brighton Jones LLC first reported a position in IDR in Q2 2024 and held it in 6 quarters. The position peaked at $496K in Q2 2024. 141 funds tracked by Wall St. Rank hold IDR as of Q4 2025.

  • Brighton Jones LLC reported no remaining Idaho Strategic Resources position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 12,343 Idaho Strategic Resources shares in Q4 2025, an estimated $417K.
  • Brighton Jones LLC first reported a position in Idaho Strategic Resources in Q2 2024 and held it in 6 quarters.
  • Brighton Jones LLC's Idaho Strategic Resources position peaked at $496K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.