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

Kelly Financial Services’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
-1,349
Closed -$79K – 405
2024
Q2 		$79K Sell
1,349
-80
-6% -$4.7K 0.03% 180
2024
Q1 		$86.8K Sell
1,429
-91
-6% -$5.15K 0.03% 162
2023
Q4 		$84.2K Sell
1,520
-52,785
-97% -$2.68M 0.03% 157
2023
Q3 		$2.71M Buy
54,305
+52,610
+3,104% +$2.76M 1.24% 19
2023
Q2 		$88.6K Sell
1,695
-235
-12% -$11.7K 0.04% 132
2023
Q1 		$96.6K Buy
1,930
+155
+9% +$7.9K 0.05% 123
2022
Q4 		$86K Sell
1,775
-130
-7% -$6.28K 0.05% 132
2022
Q3 		$83.5K Buy
1,905
+140
+8% +$6.77K 0.05% 122
2022
Q2 		$79.8K Sell
1,765
-395
-18% -$19.5K 0.04% 128
2022
Q1 		$116K Sell
2,160
-305
-12% -$16.2K 0.05% 116
2021
Q4 		$139K Sell
2,465
-121,360
-98% -$6.76M 0.06% 100
2021
Q3 		$6.51M Sell
123,825
-34,613,770
-100% -$1.86B 3.67% 8
2021
Q2 		$25.9M Buy
34,737,595
+34,608,665
+26,843% +$1.87B 1% 11
2021
Q1 		$6.71M Sell
128,930
-4,875
-4% -$243K 4.17% 8
2020
Q4 		$6.15M Sell
133,805
-134,980
-50% -$5.69M 4.19% 7
2020
Q3 		$9.96M Buy
268,785
+171,195
+175% +$6.4M 7.16% 6
2020
Q2 		$3.47M Buy
97,590
+96,120
+6,539% +$3.19M 2.69% 7
2020
Q1 		$42.3K Sell
1,470
-437,895
-100% -$16.3M 0.05% 87
2019
Q4 		$18.1M Sell
439,365
-114,775
-21% -$4.55M 13.86% 3
2019
Q3 		$21.4M Buy
554,140
+49,890
+10% +$1.92M 19.43% 2
2019
Q2 		$19.6M Buy
504,250
+24,435
+5% +$937K 17.81% 2
2019
Q1 		$18.2M Buy
+479,815
New +$17.7M 20.22% 2

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

Kelly Financial Services's IJH Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2024, closing a stake of 1,349 shares — an estimated $79K sold.

Kelly Financial Services first reported a position in IJH in Q1 2019 and held it in 22 quarters. The position peaked at $25.9M in Q2 2021. 2,301 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,349 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $79K.
  • Kelly Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's iShares Core S&P Mid-Cap ETF position peaked at $25.9M in Q2 2021.
  • 2,301 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.