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

KDI Capital 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
2021 Q3	$1.26M	Buy	24,020 +945	+4%	+$50.8K	0.44%	27
2021 Q2	$1.24M	Buy	23,075 +2,050	+10%	+$111K	0.41%	28
2021 Q1	$1.09M	Buy	21,025 +735	+4%	+$36.7K	0.42%	26
2020 Q4	$933K	Buy	20,290 +750	+4%	+$31.6K	0.42%	27
2020 Q3	$724K	Sell	19,540 -505	-3%	-$18.9K	0.36%	25
2020 Q2	$713K	Sell	20,045 -3,150	-14%	-$105K	0.37%	25
2020 Q1	$667K	Buy	23,195 +3,345	+17%	+$124K	0.3%	26
2019 Q4	$817K	Sell	19,850 -4,315	-18%	-$171K	0.3%	27
2019 Q3	$934K	Buy	24,165 +1,650	+7%	+$63.4K	0.36%	29
2019 Q2	$875K	Buy	22,515 +1,085	+5%	+$41.6K	0.33%	30
2019 Q1	$812K	Buy	21,430 +320	+2%	+$11.8K	0.29%	36
2018 Q4	$701K	Buy	21,110 +5,790	+38%	+$211K	0.24%	41
2018 Q3	$617K	Sell	15,320 -11,280	-42%	-$453K	0.2%	49
2018 Q2	$1.04M	Buy	26,600 +720	+3%	+$27.8K	0.33%	44
2018 Q1	$971K	Sell	25,880 -126,665	-83%	-$4.85M	0.32%	48
2017 Q4	$5.79M	Buy	152,545 +43,950	+40%	+$1.63M	2.3%	25
2017 Q3	$2.29M	Buy	108,595 +95,730	+744%	+$3.33M	0.76%	37
2017 Q2	$448K	Buy	12,865 +4,150	+48%	+$143K	0.15%	55
2017 Q1	$298K	Buy	+8,715	New	+$297K	0.1%	55

Other funds holding IJH

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KDI Capital Partners's IJH Position: Q3 2021 in Review

KDI Capital Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q3 2021, buying an estimated $50.8K and bringing the position to 24,020 shares worth $1.26M. The position accounts for 0.44% of the portfolio, ranked #27.

KDI Capital Partners first reported a position in IJH in Q1 2017 and has held it in 19 quarters since. The position peaked at $5.79M in Q4 2017. 1,639 funds tracked by Wall St. Rank hold IJH as of Q3 2021.

KDI Capital Partners held 24,020 shares of iShares Core S&P Mid-Cap ETF worth $1.26M as of Q3 2021.
KDI Capital Partners bought 945 iShares Core S&P Mid-Cap ETF shares in Q3 2021, an estimated $50.8K.
iShares Core S&P Mid-Cap ETF made up 0.44% of KDI Capital Partners's portfolio in Q3 2021, its #27 holding.
KDI Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 19 quarters since.
KDI Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $5.79M in Q4 2017.
1,639 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2021.

Based on KDI Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.