KWAG
IJH icon

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

Kiely Wealth Advisory Group’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
Q4 		$80.4K Hold
1,254
– – 0.05% 104
2024
Q3 		$82.7K Hold
1,254
– – 0.05% 99
2024
Q2 		$73.4K Buy
1,254
+399
+47% +$23.4K 0.04% 87
2024
Q1 		$49.7K Hold
855
– – 0.03% 103
2023
Q4 		$47.3K Buy
+855
New +$43.4K 0.03% 101

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kiely Wealth Advisory Group's IJH Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q4 2024 at 1,254 shares worth $80.4K. The position accounts for 0.05% of the portfolio, ranked #104.

Kiely Wealth Advisory Group first reported a position in IJH in Q4 2023 and has held it in 5 quarters since. The position peaked at $82.7K in Q3 2024. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,254 shares of iShares Core S&P Mid-Cap ETF worth $80.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q4 2024.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #104 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $82.7K in Q3 2024.
  • 2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.