KIG
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Kowal Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kowal Investment 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
Q3 		$3.73M Sell
59,845
-4,446
-7% -$268K 0.69% 21
2024
Q2 		$3.76M Buy
64,291
+1,371
+2% +$80.5K 0.75% 17
2024
Q1 		$3.82M Buy
62,920
+1,930
+3% +$109K 0.83% 16
2023
Q4 		$3.38M Sell
60,990
-5,205
-8% -$264K 0.79% 17
2023
Q3 		$3.3M Buy
66,195
+2,635
+4% +$138K 0.89% 13
2023
Q2 		$3.32M Sell
63,560
-3,820
-6% -$190K 0.89% 13
2023
Q1 		$3.37M Buy
67,380
+11,865
+21% +$604K 0.96% 14
2022
Q4 		$2.69M Buy
55,515
+3,295
+6% +$159K 0.8% 18
2022
Q3 		$2.29M Buy
52,220
+11,290
+28% +$546K 0.78% 17
2022
Q2 		$1.85M Buy
40,930
+2,700
+7% +$133K 0.61% 16
2022
Q1 		$2.05M Buy
38,230
+11,355
+42% +$605K 0.63% 14
2021
Q4 		$1.52M Buy
26,875
+5,345
+25% +$298K 0.45% 19
2021
Q3 		$1.13M Buy
21,530
+4,010
+23% +$216K 0.36% 23
2021
Q2 		$942K Buy
17,520
+6,960
+66% +$376K 0.34% 28
2021
Q1 		$550K Buy
10,560
+5,510
+109% +$275K 0.22% 43
2020
Q4 		$247K Buy
+5,050
New +$213K 0.11% 74

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kowal Investment Group's IJH Position: Q3 2024 in Review

Kowal Investment Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q3 2024, selling an estimated $268K and leaving 59,845 shares worth $3.73M. The position accounts for 0.69% of the portfolio, ranked #21.

Kowal Investment Group first reported a position in IJH in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.82M in Q1 2024. 2,300 funds tracked by Wall St. Rank hold IJH as of Q3 2024.

  • Kowal Investment Group held 59,845 shares of iShares Core S&P Mid-Cap ETF worth $3.73M as of Q3 2024.
  • Kowal Investment Group sold 4,446 iShares Core S&P Mid-Cap ETF shares in Q3 2024, an estimated $268K.
  • iShares Core S&P Mid-Cap ETF made up 0.69% of Kowal Investment Group's portfolio in Q3 2024, its #21 holding.
  • Kowal Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $3.82M in Q1 2024.
  • 2,300 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.