Kays Financial Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kays Financial Advisory’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
2020 Q3	$5.47M	Sell	147,700 -8,880	-6%	-$332K	0.88%	16
2020 Q2	$5.57M	Buy	156,580 +3,560	+2%	+$118K	0.97%	16
2020 Q1	$4.4M	Buy	153,020 +8,090	+6%	+$301K	0.9%	17
2019 Q4	$5.97M	Sell	144,930 -5,390	-4%	-$214K	1.05%	17
2019 Q3	$5.81M	Sell	150,320 -2,490	-2%	-$95.7K	1.07%	18
2019 Q2	$5.94M	Buy	152,810 +10,680	+8%	+$409K	1.09%	18
2019 Q1	$5.38M	Buy	+142,130	New	+$5.25M	1.04%	19

Other funds holding IJH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kays Financial Advisory's IJH Position: Q3 2020 in Review

Kays Financial Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q3 2020, selling an estimated $332K and leaving 147,700 shares worth $5.47M. The position accounts for 0.88% of the portfolio, ranked #16.

Kays Financial Advisory first reported a position in IJH in Q1 2019 and has held it in 7 quarters since. The position peaked at $5.97M in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Kays Financial Advisory held 147,700 shares of iShares Core S&P Mid-Cap ETF worth $5.47M as of Q3 2020.
Kays Financial Advisory sold 8,880 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $332K.
iShares Core S&P Mid-Cap ETF made up 0.88% of Kays Financial Advisory's portfolio in Q3 2020, its #16 holding.
Kays Financial Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 7 quarters since.
Kays Financial Advisory's iShares Core S&P Mid-Cap ETF position peaked at $5.97M in Q4 2019.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.