Kore Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-730	Closed	-$25K	–	650
2020 Q2	$25K	Hold	730	–	–	0.01%	608
2020 Q1	$21K	Hold	730	–	–	0.01%	582
2019 Q4	$30K	Buy	+730	New	+$28.9K	0.01%	562
2019 Q2	–	Sell	-730	Closed	-$28K	–	500
2019 Q1	$28K	Hold	730	–	–	0.01%	465
2018 Q4	$24K	Buy	+730	New	+$26.6K	0.01%	466

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kore Private Wealth's IJH Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2020, closing a stake of 730 shares — an estimated $25K sold.

Kore Private Wealth first reported a position in IJH in Q4 2018 and held it in 5 quarters. The position peaked at $30K in Q4 2019. 1,396 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Kore Private Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 730 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $25K.
Kore Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $30K in Q4 2019.
1,396 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.