Number of Shares
173,875.00
Current Holdings Value*
$10.15 Mil
% of Portfolio
4.7%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
16.94%

1 NORTH WEALTH SERVICES LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 173,875.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $10.15 Mil. This investment constitutes 4.7% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 3 purchases of IJH, at an average price of $51.75, for a total of 195,615.00 shares. In addition, there have been 2 sales at an average price of $36.95 for 21,740.00 shares. Based on historical transaction data and IJH's current price of $63.46, 1 NORTH WEALTH SERVICES LLC's estimated gain on his IJH holdings is $1.71 Mil, reflecting a 16.94% gain to date.

1 NORTH WEALTH SERVICES LLC IJH ($63.46) Holding Chart

1 NORTH WEALTH SERVICES LLC IJH ($63.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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