Kenfarb & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kenfarb & Co’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	$138K	Sell	2,760 -400	-13%	-$21K	0.13%	113
2023 Q2	$165K	Sell	3,160 -1,415	-31%	-$70.3K	0.14%	107
2023 Q1	$229K	Hold	4,575	–	–	0.2%	98
2022 Q4	$221K	Sell	4,575 -125	-3%	-$6.04K	0.2%	96
2022 Q3	$206K	Hold	4,700	–	–	0.2%	93
2022 Q2	$252K	Hold	4,700	–	–	0.2%	98
2022 Q1	$252K	Hold	4,700	–	–	0.2%	98
2021 Q4	$266K	Buy	+4,700	New	+$262K	0.19%	96

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

Kenfarb & Co's IJH Position: Q3 2023 in Review

Kenfarb & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q3 2023, selling an estimated $21K and leaving 2,760 shares worth $138K. The position accounts for 0.13% of the portfolio, ranked #113.

Kenfarb & Co first reported a position in IJH in Q4 2021 and has held it in 8 quarters since. The position peaked at $266K in Q4 2021. 2,003 funds tracked by Wall St. Rank hold IJH as of Q3 2023.

Kenfarb & Co held 2,760 shares of iShares Core S&P Mid-Cap ETF worth $138K as of Q3 2023.
Kenfarb & Co sold 400 iShares Core S&P Mid-Cap ETF shares in Q3 2023, an estimated $21K.
iShares Core S&P Mid-Cap ETF made up 0.13% of Kenfarb & Co's portfolio in Q3 2023, its #113 holding.
Kenfarb & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's iShares Core S&P Mid-Cap ETF position peaked at $266K 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 Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.