Kiwi Wealth Investments Limited Partnership’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q1	–	Sell	-12,520	Closed	-$606K	–	196
2022 Q4	$606K	Buy	+12,520	New	+$605K	0.04%	180
2022 Q1	–	Sell	-17,095	Closed	-$968K	–	239
2021 Q4	$968K	Sell	17,095 -2,135	-11%	-$119K	0.05%	208
2021 Q3	$1.01M	Buy	+19,230	New	+$1.03M	0.05%	207
2015 Q4	–	Sell	-530,925	Closed	-$14.5M	–	112
2015 Q3	$14.5M	Sell	530,925 -23,805	-4%	-$692K	1.7%	20
2015 Q2	$16.6M	Buy	554,730 +1,815	+0.3%	+$55.4K	1.77%	16
2015 Q1	$16.8M	Sell	552,915 -1,550	-0.3%	-$45.9K	1.71%	18
2014 Q4	$16.1M	Buy	554,465 +28,025	+5%	+$787K	1.6%	24
2014 Q3	$14.4M	Buy	+526,440	New	+$14.8M	1.35%	33

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's IJH Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2023, closing a stake of 12,520 shares — an estimated $606K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in IJH in Q3 2014 and held it in 8 quarters. The position peaked at $16.8M in Q1 2015. 1,914 funds tracked by Wall St. Rank hold IJH as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 12,520 iShares Core S&P Mid-Cap ETF shares in Q1 2023, an estimated $606K.
Kiwi Wealth Investments Limited Partnership first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and held it in 8 quarters.
Kiwi Wealth Investments Limited Partnership's iShares Core S&P Mid-Cap ETF position peaked at $16.8M in Q1 2015.
1,914 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.