APPLETON GROUP, LLC IJH Holdings History

Number of Shares
21,170.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
3.69%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
9.24%

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

As of 2023-09-30, APPLETON GROUP, LLC held 21,170.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.06 Mil. This investment constitutes 3.69% of their stock portfolio, and APPLETON GROUP, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then APPLETON GROUP, LLC has made 4 purchases of IJH, at an average price of $36.39, for a total of 428,265.00 shares. In addition, there have been 5 sales at an average price of $38.51 for 407,095.00 shares. Based on historical transaction data and IJH's current price of $63.65, APPLETON GROUP, LLC's estimated gain on his IJH holdings is $1.44 Mil, reflecting a 9.24% gain to date.

APPLETON GROUP, LLC IJH ($63.65) Holding Chart

APPLETON GROUP, LLC IJH ($63.65) 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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