Brighton Jones LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brighton Jones LLC’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 Q4	–	Sell	-88,791	Closed	-$5.79M	–	472
2025 Q3	$5.79M	Sell	88,791 -2,008	-2%	-$129K	0.14%	95
2025 Q2	$5.63M	Buy	90,799 +7,555	+9%	+$443K	0.15%	84
2025 Q1	$4.86M	Buy	83,244 +5,570	+7%	+$346K	0.16%	82
2024 Q4	$4.84M	Buy	77,674 +3,155	+4%	+$202K	0.14%	86
2024 Q3	$4.64M	Buy	74,519 +4,535	+6%	+$273K	0.17%	71
2024 Q2	$4.1M	Buy	69,984 +3,499	+5%	+$206K	0.14%	85
2024 Q1	$4.04M	Sell	66,485 -195	-0.3%	-$11K	0.15%	81
2023 Q4	$3.7M	Buy	66,680 +23,015	+53%	+$1.17M	0.16%	82
2023 Q3	$2.18M	Buy	43,665 +2,655	+6%	+$139K	0.11%	102
2023 Q2	$2.14M	Sell	41,010 -2,990	-7%	-$149K	0.11%	113
2023 Q1	$2.2M	Buy	44,000 +3,520	+9%	+$179K	0.13%	103
2022 Q4	$1.96M	Sell	40,480 -7,635	-16%	-$369K	0.12%	106
2022 Q3	$2.11M	Buy	48,115 +5,655	+13%	+$273K	0.12%	90
2022 Q2	$1.92M	Buy	42,460 +6,970	+20%	+$344K	0.11%	104
2022 Q1	$1.91M	Buy	35,490 +5,230	+17%	+$278K	0.09%	111
2021 Q4	$1.71M	Buy	30,260 +2,390	+9%	+$133K	0.08%	115
2021 Q3	$1.47M	Buy	27,870 +3,675	+15%	+$198K	0.08%	118
2021 Q2	$1.3M	Sell	24,195 -2,680	-10%	-$145K	0.07%	127
2021 Q1	$1.4M	Buy	26,875 +3,210	+14%	+$160K	0.08%	113
2020 Q4	$1.09M	Buy	23,665 +3,755	+19%	+$158K	0.07%	122
2020 Q3	$738K	Buy	19,910 +4,600	+30%	+$172K	0.05%	153
2020 Q2	$545K	Sell	15,310 -12,630	-45%	-$419K	0.04%	166
2020 Q1	$804K	Sell	27,940 -65,420	-70%	-$2.43M	0.08%	113
2019 Q4	$3.84M	Buy	93,360 +1,495	+2%	+$59.2K	0.41%	30
2019 Q3	$3.55M	Sell	91,865 -780	-0.8%	-$30K	0.41%	30
2019 Q2	$3.6M	Sell	92,645 -26,740	-22%	-$1.02M	0.42%	29
2019 Q1	$4.52M	Buy	119,385 +85,760	+255%	+$3.17M	0.55%	23
2018 Q4	$1.12M	Sell	33,625 -150	-0.4%	-$5.47K	0.16%	81
2018 Q3	$1.36M	Sell	33,775 -130	-0.4%	-$5.22K	0.17%	78
2018 Q2	$1.32M	Sell	33,905 -2,790	-8%	-$108K	0.17%	79
2018 Q1	$1.38M	Sell	36,695 -7,850	-18%	-$300K	0.19%	66
2017 Q4	$1.69M	Buy	44,545 +615	+1%	+$22.7K	0.2%	56
2017 Q3	$1.57M	Buy	43,930 +11,415	+35%	+$398K	0.2%	59
2017 Q2	$1.13M	Sell	32,515 -110	-0.3%	-$3.8K	0.16%	76
2017 Q1	$1.12M	Buy	32,625 +19,365	+146%	+$659K	0.27%	34
2016 Q4	$438K	Sell	13,260 -13,685	-51%	-$434K	0.17%	50
2016 Q3	$834K	Sell	26,945 -250	-0.9%	-$7.73K	0.13%	89
2016 Q2	$812K	Buy	27,195 +3,905	+17%	+$115K	0.14%	88
2016 Q1	$672K	Buy	23,290 +1,560	+7%	+$41.7K	0.12%	95
2015 Q4	$605K	Buy	21,730 +830	+4%	+$23.7K	0.12%	96
2015 Q3	$571K	Sell	20,900 -990	-5%	-$28.8K	0.12%	93
2015 Q2	$657K	Buy	21,890 +1,050	+5%	+$32K	0.15%	78
2015 Q1	$633K	Buy	20,840 +65	+0.3%	+$1.92K	0.14%	78
2014 Q4	$602K	Buy	20,775 +1,685	+9%	+$47.3K	0.14%	89
2014 Q3	$522K	Buy	19,090 +1,205	+7%	+$34K	0.12%	100
2014 Q2	$512K	Buy	17,885 +655	+4%	+$18K	0.12%	94
2014 Q1	$474K	Sell	17,230 -27,845	-62%	-$749K	0.11%	96
2013 Q4	$1.21M	Sell	45,075 -120	-0.3%	-$3.1K	0.28%	44
2013 Q3	$1.12M	Buy	45,195 +32,155	+247%	+$785K	0.29%	42
2013 Q2	$301K	Buy	+13,040	New	+$303K	0.09%	85

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Brighton Jones LLC sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 88,791 shares — an estimated $5.79M sold.

Brighton Jones LLC first reported a position in IJH in Q2 2013 and held it in 50 quarters. The position peaked at $5.79M in Q3 2025. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Brighton Jones LLC reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 88,791 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $5.79M.
Brighton Jones LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 50 quarters.
Brighton Jones LLC's iShares Core S&P Mid-Cap ETF position peaked at $5.79M in Q3 2025.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

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