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

KB Financial Partners’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
2023 Q3	$100K	Hold	2,000	–	–	0.03%	194
2023 Q2	$105K	Hold	2,000	–	–	0.03%	205
2023 Q1	$100K	Hold	2,000	–	–	0.03%	206
2022 Q4	$97K	Hold	2,000	–	–	0.03%	212
2022 Q3	$88K	Hold	2,000	–	–	0.03%	207
2022 Q2	$90K	Hold	2,000	–	–	0.03%	219
2022 Q1	$107K	Hold	2,000	–	–	0.03%	220
2021 Q4	$113K	Buy	+2,000	New	+$111K	0.03%	227
2021 Q3	–	Sell	-2,000	Closed	-$107K	–	353
2021 Q2	$107K	Hold	2,000	–	–	0.04%	204
2021 Q1	$104K	Buy	+2,000	New	+$99.9K	0.04%	202

Other funds holding IJH

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KB Financial Partners's IJH Position: Q3 2023 in Review

KB Financial Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2023 at 2,000 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #194.

KB Financial Partners first reported a position in IJH in Q1 2021 and has held it in 10 quarters since. The position peaked at $113K in Q4 2021. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

KB Financial Partners held 2,000 shares of iShares Core S&P Mid-Cap ETF worth $100K as of Q3 2023.
KB Financial Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2023.
iShares Core S&P Mid-Cap ETF made up 0.03% of KB Financial Partners's portfolio in Q3 2023, its #194 holding.
KB Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $113K in Q4 2021.
2,003 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.