KLS Professional Advisors Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

KLS Professional Advisors 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
2019 Q2	$59.6M	Buy	1,534,110 +26,615	+2%	+$1.02M	2.77%	7
2019 Q1	$57.1M	Buy	1,507,495 +4,910	+0.3%	+$181K	3.13%	7
2018 Q4	$49.9M	Buy	1,502,585 +38,815	+3%	+$1.42M	3.01%	7
2018 Q3	$58.9M	Buy	1,463,770 +17,195	+1%	+$691K	9.41%	4
2018 Q2	$56.4M	Buy	1,446,575 +34,610	+2%	+$1.34M	9.6%	4
2018 Q1	$53M	Buy	1,411,965 +106,760	+8%	+$4.08M	8.56%	4
2017 Q4	$49.5M	Buy	1,305,205 +30,585	+2%	+$1.13M	9.89%	4
2017 Q3	$45.6M	Buy	1,274,620 +51,230	+4%	+$1.78M	9.77%	4
2017 Q2	$42.6M	Buy	1,223,390 +93,530	+8%	+$3.23M	9.42%	4
2017 Q1	$38.7M	Buy	1,129,860 +72,585	+7%	+$2.47M	8.99%	3
2016 Q4	$35M	Buy	+1,057,275	New	+$33.5M	8.62%	3

Other funds holding IJH

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

KLS Professional Advisors Group's IJH Position: Q2 2019 in Review

KLS Professional Advisors Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2019, buying an estimated $1.02M and bringing the position to 1,534,110 shares worth $59.6M. The position accounts for 2.77% of the portfolio, ranked #7.

KLS Professional Advisors Group first reported a position in IJH in Q4 2016 and has held it in 11 quarters since. 1,289 funds tracked by Wall St. Rank hold IJH as of Q2 2019.

KLS Professional Advisors Group held 1,534,110 shares of iShares Core S&P Mid-Cap ETF worth $59.6M as of Q2 2019.
KLS Professional Advisors Group bought 26,615 iShares Core S&P Mid-Cap ETF shares in Q2 2019, an estimated $1.02M.
iShares Core S&P Mid-Cap ETF made up 2.77% of KLS Professional Advisors Group's portfolio in Q2 2019, its #7 holding.
KLS Professional Advisors Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 11 quarters since.
1,289 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2019.

Based on KLS Professional Advisors Group's 13F filing for Q2 2019, filed 9 Jul 2019.