ADG Wealth Management Group, LLC IJH Holdings History
ADG Wealth Management Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 111,330.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.50 Mil. This investment constitutes 6.13% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.10 for 3,987.00 shares. Based on historical transaction data and IJH's current price of $63.46, ADG Wealth Management Group, LLC's estimated gain on his IJH holdings is $-87,297.39, reflecting a -1.18% gain to date.
ADG Wealth Management Group, LLC IJH ($63.46) Holding Chart
ADG Wealth Management Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
