AAF Wealth Management, LLC IJH Holdings History
AAF Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, AAF Wealth Management, LLC held 200,039.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $11.67 Mil. This investment constitutes 6.3% of their stock portfolio, and AAF Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2020Q4. And since then AAF Wealth Management, LLC has made 13 purchases of IJH, at an average price of $45.37, for a total of 295,022.00 shares. In addition, there have been 4 sales at an average price of $61.62 for 94,983.00 shares. Based on historical transaction data and IJH's current price of $64.40, AAF Wealth Management, LLC's estimated gain on his IJH holdings is $5.35 Mil, reflecting a 39.97% gain to date.
AAF Wealth Management, LLC IJH ($64.40) Holding Chart
AAF Wealth Management, LLC IJH ($64.40) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
