Advisors Capital Active All Cap Fund IJH Holdings History
Advisors Capital Active All Cap Fund's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Advisors Capital Active All Cap Fund held 137,600.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.03 Mil. This investment constitutes 5.02% of their stock portfolio, and Advisors Capital Active All Cap Fund now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2022Q4. And since then Advisors Capital Active All Cap Fund has made 8 purchases of IJH, at an average price of $57.28, for a total of 183,300.00 shares. In addition, there have been 1 sales at an average price of $62.10 for 45,700.00 shares. Based on historical transaction data and IJH's current price of $63.79, Advisors Capital Active All Cap Fund's estimated gain on his IJH holdings is $1.12 Mil, reflecting a 10.63% gain to date.
Advisors Capital Active All Cap Fund IJH ($63.79) Holding Chart
Advisors Capital Active All Cap Fund IJH ($63.79) 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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