Number of Shares
71,369.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
1.07%
Total Estimate Gain
$503,477.29
% of Total Estimate Gain
10.83%

Allegheny Financial Group's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Allegheny Financial Group held 71,369.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.16 Mil. This investment constitutes 1.07% of their stock portfolio, and Allegheny Financial Group now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2020Q4. And since then Allegheny Financial Group has made 14 purchases of IJH, at an average price of $55.55, for a total of 83,668.00 shares. In addition, there have been 3 sales at an average price of $50.56 for 12,299.00 shares. Based on historical transaction data and IJH's current price of $63.46, Allegheny Financial Group's estimated gain on his IJH holdings is $503,477.29, reflecting a 10.83% gain to date.

Allegheny Financial Group IJH ($63.46) Holding Chart

Allegheny Financial Group IJH ($63.46) 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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