KWA
IJH icon

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

Kellett Wealth Advisors’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
2024
Q3 		– Sell
-6,230
Closed -$365K – 74
2024
Q2 		$365K Buy
6,230
+305
+5% +$17.9K 0.29% 34
2024
Q1 		$360K Buy
+5,925
New +$335K 0.25% 50

Other funds holding IJH

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kellett Wealth Advisors's IJH Position: Q3 2024 in Review

Kellett Wealth Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 6,230 shares — an estimated $365K sold.

Kellett Wealth Advisors first reported a position in IJH in Q1 2024 and held it in 2 quarters. The position peaked at $365K in Q2 2024. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Kellett Wealth Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 6,230 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $365K.
  • Kellett Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Kellett Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $365K in Q2 2024.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Kellett Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.