Accretive Wealth Partners, LLC IJH Holdings History
Accretive Wealth Partners, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 245,582.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.26 Mil. This investment constitutes 5.04% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2022Q1. And since then Accretive Wealth Partners, LLC has made 11 purchases of IJH, at an average price of $52.52, for a total of 247,682.00 shares. In addition, there have been 2 sales at an average price of $60.11 for 2,100.00 shares. Based on historical transaction data and IJH's current price of $64.40, Accretive Wealth Partners, LLC's estimated gain on his IJH holdings is $2.93 Mil, reflecting a 22.55% gain to date.
Accretive Wealth Partners, LLC IJH ($64.40) Holding Chart
Accretive Wealth Partners, LLC IJH ($64.40) 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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