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

KCS Wealth 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
2019
Q4 		– Sell
-700
Closed -$27.1K – 262
2019
Q3 		$27.1K Buy
+700
New +$26.9K 0.02% 281

Other funds holding IJH

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCS Wealth Advisory's IJH Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2019, closing a stake of 700 shares — an estimated $27.1K sold.

KCS Wealth Advisory first reported a position in IJH in Q3 2019 and held it in 1 quarter. The position peaked at $27.1K in Q3 2019. 1,504 funds tracked by Wall St. Rank hold IJH as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 700 iShares Core S&P Mid-Cap ETF shares in Q4 2019, an estimated $27.1K.
  • KCS Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Core S&P Mid-Cap ETF position peaked at $27.1K in Q3 2019.
  • 1,504 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.