BJL
IJJ icon

Brighton Jones LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Brighton Jones LLC’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
2026
Q1 		$920K Buy
+6,943
New +$951K 0.02% 484
2025
Q4 		– Sell
-6,715
Closed -$871K – 473
2025
Q3 		$871K Buy
6,715
+1,673
+33% +$214K 0.02% 441
2025
Q2 		$623K Buy
5,042
+777
+18% +$91.4K 0.02% 462
2025
Q1 		$511K Sell
4,265
-1,532
-26% -$192K 0.02% 387
2024
Q4 		$724K Buy
5,797
+1,988
+52% +$254K 0.02% 319
2024
Q3 		$471K Sell
3,809
-529
-12% -$62.9K 0.02% 331
2024
Q2 		$492K Buy
4,338
+782
+22% +$89.2K 0.02% 354
2024
Q1 		$421K Sell
3,556
-468
-12% -$52.7K 0.02% 385
2023
Q4 		$459K Buy
4,024
+716
+22% +$73.6K 0.02% 343
2023
Q3 		$334K Buy
3,308
+80
+2% +$8.55K 0.02% 378
2023
Q2 		$346K Sell
3,228
-69
-2% -$7.01K 0.02% 368
2023
Q1 		$339K Buy
3,297
+32
+1% +$3.42K 0.02% 358
2022
Q4 		$329K Sell
3,265
-198
-6% -$19.8K 0.02% 317
2022
Q3 		$312K Sell
3,463
-2,203
-39% -$219K 0.02% 326
2022
Q2 		$535K Buy
5,666
+2,188
+63% +$223K 0.03% 238
2022
Q1 		$381K Buy
3,478
+508
+17% +$54.8K 0.02% 322
2021
Q4 		$329K Buy
2,970
+613
+26% +$66.7K 0.02% 349
2021
Q3 		$243K Buy
2,357
+174
+8% +$18.3K 0.01% 412
2021
Q2 		$230K Buy
2,183
+70
+3% +$7.48K 0.01% 423
2021
Q1 		$215K Buy
+2,113
New +$202K 0.01% 391
2020
Q1 		– Sell
-4,268
Closed -$364K – 301
2019
Q4 		$364K Buy
4,268
+8
+0.2% +$657 0.04% 208
2019
Q3 		$341K Sell
4,260
-482
-10% -$37.9K 0.04% 215
2019
Q2 		$378K Sell
4,742
-1,392
-23% -$110K 0.04% 194
2019
Q1 		$481K Buy
6,134
+12
+0.2% +$929 0.06% 174
2018
Q4 		$423K Buy
6,122
+28
+0.5% +$2.14K 0.06% 160
2018
Q3 		$510K Buy
6,094
+12
+0.2% +$1K 0.06% 153
2018
Q2 		$493K Buy
+6,082
New +$486K 0.06% 170

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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 $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Brighton Jones LLC's IJJ Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2026: 6,943 shares worth $920K. The stake represents 0.02% of the portfolio and ranks #484 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IJJ as recently as Q3 2025.

Brighton Jones LLC first reported a position in IJJ in Q2 2018 and has held it in 27 quarters since. 847 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

  • Brighton Jones LLC held 6,943 shares of iShares S&P Mid-Cap 400 Value ETF worth $920K as of Q1 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #484 holding.
  • Brighton Jones LLC first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2018 and has held it in 27 quarters since.
  • 847 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.