Number of Shares
1.05 Mil
Current Holdings Value*
$61.15 Mil
% of Portfolio
9.58%
Total Estimate Gain
$26.96 Mil
% of Total Estimate Gain
23.07%

Alaska Wealth Advisors's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Alaska Wealth Advisors held 1.05 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $61.15 Mil. This investment constitutes 9.58% of their stock portfolio, and Alaska Wealth Advisors now holds 0.07% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then Alaska Wealth Advisors has made 17 purchases of IJH, at an average price of $39.91, for a total of 2.93 Mil shares. In addition, there have been 10 sales at an average price of $40.93 for 1.88 Mil shares. Based on historical transaction data and IJH's current price of $63.80, Alaska Wealth Advisors's estimated gain on his IJH holdings is $26.96 Mil, reflecting a 23.07% gain to date.

Alaska Wealth Advisors IJH ($63.80) Holding Chart

Alaska Wealth Advisors 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 %

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