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

Kingfisher Capital’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	$400K	Buy	6,414 +24	+0.4%	+$1.45K	0.09%	137
2024 Q2	$374K	Buy	6,390 +18	+0.3%	+$1.06K	0.09%	134
2024 Q1	$387K	Buy	6,372 +17	+0.3%	+$962	0.09%	128
2023 Q4	$352K	Buy	6,355 +55	+0.9%	+$2.79K	0.09%	130
2023 Q3	$314K	Hold	6,300	–	–	0.09%	132
2023 Q2	$329K	Buy	6,300 +20	+0.3%	+$994	0.09%	135
2023 Q1	$314K	Buy	6,280 +25	+0.4%	+$1.27K	0.08%	137
2022 Q4	$303K	Buy	6,255 +25	+0.4%	+$1.21K	0.08%	140
2022 Q3	$273K	Buy	6,230 +35	+0.6%	+$1.69K	0.08%	150
2022 Q2	$280K	Buy	6,195 +20	+0.3%	+$987	0.08%	147
2022 Q1	$331K	Buy	6,175 +20	+0.3%	+$1.06K	0.09%	148
2021 Q4	$348K	Buy	6,155 +25	+0.4%	+$1.39K	0.08%	156
2021 Q3	$322K	Buy	6,130 +20	+0.3%	+$1.08K	0.08%	150
2021 Q2	$328K	Buy	6,110 +15	+0.2%	+$810	0.08%	153
2021 Q1	$317K	Buy	6,095 +20	+0.3%	+$999	0.09%	158
2020 Q4	$279K	Buy	6,075 +15	+0.2%	+$632	0.08%	151
2020 Q3	$225K	Buy	+6,060	New	+$227K	0.08%	147
2016 Q1	–	Sell	-200	Closed	-$6K	–	188
2015 Q4	$6K	Buy	+200	New	+$5.71K	﹤0.01%	249

Other funds holding IJH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingfisher Capital's IJH Position: Q3 2024 in Review

Kingfisher Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q3 2024, buying an estimated $1.45K and bringing the position to 6,414 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #137.

Kingfisher Capital first reported a position in IJH in Q4 2015 and has held it in 18 quarters since. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

Kingfisher Capital held 6,414 shares of iShares Core S&P Mid-Cap ETF worth $400K as of Q3 2024.
Kingfisher Capital bought 24 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $1.45K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Kingfisher Capital's portfolio in Q3 2024, its #137 holding.
Kingfisher Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 18 quarters since.
2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.