AVAII WEALTH MANAGEMENT, LLC IJH Holdings History
AVAII WEALTH MANAGEMENT, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 138,618.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.60 Mil. This investment constitutes 3.82% of their stock portfolio, and AVAII 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 2021Q4. And since then AVAII WEALTH MANAGEMENT, LLC has made 3 purchases of IJH, at an average price of $61.82, for a total of 166,932.00 shares. In addition, there have been 6 sales at an average price of $58.38 for 28,314.00 shares. Based on historical transaction data and IJH's current price of $63.50, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his IJH holdings is $134,736.00, reflecting a 1.31% gain to date.
AVAII WEALTH MANAGEMENT, LLC IJH ($63.50) Holding Chart
AVAII WEALTH MANAGEMENT, LLC IJH ($63.50) 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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