BJL
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Brighton Jones LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Brighton Jones LLC’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33,941
Closed -$4.03M – 475
2025
Q3 		$4.03M Buy
33,941
+895
+3% +$103K 0.1% 128
2025
Q2 		$3.61M Buy
33,046
+1,921
+6% +$199K 0.1% 123
2025
Q1 		$3.25M Buy
31,125
+1,181
+4% +$133K 0.1% 115
2024
Q4 		$3.45M Buy
29,944
+5,853
+24% +$699K 0.1% 110
2024
Q3 		$2.82M Sell
24,091
-21
-0.1% -$2.37K 0.11% 103
2024
Q2 		$2.57M Buy
24,112
+49
+0.2% +$5.24K 0.08% 119
2024
Q1 		$2.66M Buy
24,063
+953
+4% +$101K 0.1% 113
2023
Q4 		$2.5M Buy
23,110
+430
+2% +$41.4K 0.11% 109
2023
Q3 		$2.14M Buy
22,680
+1,226
+6% +$122K 0.11% 104
2023
Q2 		$2.14M Buy
21,454
+1,639
+8% +$156K 0.11% 114
2023
Q1 		$1.92M Buy
19,815
+2,034
+11% +$203K 0.11% 117
2022
Q4 		$1.68M Sell
17,781
-627
-3% -$60.1K 0.1% 119
2022
Q3 		$1.6M Buy
18,408
+1,354
+8% +$132K 0.09% 110
2022
Q2 		$1.58M Buy
17,054
+2,199
+15% +$219K 0.09% 119
2022
Q1 		$1.6M Buy
14,855
+841
+6% +$90.8K 0.07% 128
2021
Q4 		$1.6M Buy
14,014
+1,107
+9% +$126K 0.08% 123
2021
Q3 		$1.41M Buy
12,907
+4,879
+61% +$537K 0.07% 123
2021
Q2 		$907K Sell
8,028
-1,488
-16% -$166K 0.05% 170
2021
Q1 		$1.03M Buy
9,516
+731
+8% +$76.5K 0.06% 145
2020
Q4 		$807K Buy
8,785
+1,544
+21% +$127K 0.05% 160
2020
Q3 		$509K Sell
7,241
-59
-0.8% -$4.23K 0.04% 188
2020
Q2 		$498K Sell
7,300
-4,800
-40% -$303K 0.04% 175
2020
Q1 		$679K Sell
12,100
-25,299
-68% -$1.88M 0.07% 127
2019
Q4 		$3.14M Sell
37,399
-1,720
-4% -$138K 0.34% 39
2019
Q3 		$3.04M Buy
39,119
+789
+2% +$61.1K 0.36% 35
2019
Q2 		$3M Sell
38,330
-10,869
-22% -$844K 0.35% 34
2019
Q1 		$3.8M Buy
49,199
+34,565
+236% +$2.65M 0.46% 26
2018
Q4 		$1.01M Buy
14,634
+1,395
+11% +$108K 0.15% 85
2018
Q3 		$1.16M Buy
13,239
+338
+3% +$29.6K 0.14% 84
2018
Q2 		$1.08M Sell
12,901
-2,550
-17% -$208K 0.14% 88
2018
Q1 		$1.19M Sell
15,451
-2,728
-15% -$212K 0.16% 78
2017
Q4 		$1.4M Buy
18,179
+431
+2% +$32.5K 0.17% 74
2017
Q3 		$1.32M Buy
17,748
+5,000
+39% +$350K 0.17% 76
2017
Q2 		$894K Buy
12,748
+613
+5% +$42.4K 0.13% 92
2017
Q1 		$839K Buy
+12,135
New +$837K 0.2% 41
2016
Q4 		– Sell
-8,732
Closed -$542K – 152
2016
Q3 		$542K Buy
8,732
+24
+0.3% +$1.47K 0.09% 116
2016
Q2 		$506K Sell
8,708
-38
-0.4% -$2.17K 0.09% 112
2016
Q1 		$492K Buy
8,746
+3,972
+83% +$207K 0.09% 109
2015
Q4 		$263K Buy
4,774
+36
+0.8% +$2.03K 0.05% 160
2015
Q3 		$252K Buy
+4,738
New +$269K 0.05% 161

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Brighton Jones LLC sold out of iShares Core S&P Small-Cap ETF (IJR) in Q4 2025, closing a stake of 33,941 shares — an estimated $4.03M sold.

Brighton Jones LLC first reported a position in IJR in Q3 2015 and held it in 40 quarters. The position peaked at $4.03M in Q3 2025. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Brighton Jones LLC reported no remaining iShares Core S&P Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 33,941 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $4.03M.
  • Brighton Jones LLC first reported a position in iShares Core S&P Small-Cap ETF in Q3 2015 and held it in 40 quarters.
  • Brighton Jones LLC's iShares Core S&P Small-Cap ETF position peaked at $4.03M in Q3 2025.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

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