Number of Shares
93,276.00
Current Holdings Value*
$6.66 Mil
% of Portfolio
1.71%
Total Estimate Gain
$28.07 Mil
% of Total Estimate Gain
391.70%

Allegheny Financial Group's iShares Morningstar Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Allegheny Financial Group held 93,276.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $6.66 Mil. This investment constitutes 1.71% of their stock portfolio, and Allegheny Financial Group now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.

The initial trade took place in 2021Q2. And since then Allegheny Financial Group has made 15 purchases of JKH, at an average price of $72.28, for a total of 99,143.00 shares. In addition, there have been 1 sales at an average price of $57.36 for 5,867.00 shares. Based on historical transaction data and JKH's current price of $374.17, Allegheny Financial Group's estimated gain on his JKH holdings is $28.07 Mil, reflecting a 391.70% gain to date.

Allegheny Financial Group JKH ($374.17) Holding Chart

Allegheny Financial Group JKH ($374.17) 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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