Number of Shares
106,283.00
Current Holdings Value*
$6.67 Mil
% of Portfolio
4.26%
Total Estimate Gain
$375,745.51
% of Total Estimate Gain
2.22%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 106,283.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.67 Mil. This investment constitutes 4.26% of their stock portfolio, and AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q4. And since then AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has made 5 purchases of IJH, at an average price of $53.97, for a total of 312,986.00 shares. In addition, there have been 9 sales at an average price of $50.73 for 206,703.00 shares. Based on historical transaction data and IJH's current price of $63.80, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's estimated gain on his IJH holdings is $375,745.51, reflecting a 2.22% gain to date.

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP IJH ($63.80) Holding Chart

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP IJH ($63.80) 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