Number of Shares
59,790.00
Current Holdings Value*
$3.21 Mil
% of Portfolio
2.23%
Total Estimate Gain
$851,047.75
% of Total Estimate Gain
23.11%

AFFINIA FINANCIAL GROUP, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2023-06-30, AFFINIA FINANCIAL GROUP, LLC held 59,790.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.21 Mil. This investment constitutes 2.23% of their stock portfolio, and AFFINIA FINANCIAL GROUP, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then AFFINIA FINANCIAL GROUP, LLC has made 3 purchases of IJH, at an average price of $46.61, for a total of 79,010.00 shares. In addition, there have been 1 sales at an average price of $37.18 for 19,220.00 shares. Based on historical transaction data and IJH's current price of $63.88, AFFINIA FINANCIAL GROUP, LLC's estimated gain on his IJH holdings is $851,047.75, reflecting a 23.11% gain to date.

AFFINIA FINANCIAL GROUP, LLC IJH ($63.88) Holding Chart

AFFINIA FINANCIAL GROUP, LLC IJH ($63.88) 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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