Altus Wealth Management, LLC IJH Holdings History
Altus Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Altus Wealth Management, LLC held 349,318.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $20.38 Mil. This investment constitutes 9.54% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q4. And since then Altus Wealth Management, LLC has made 15 purchases of IJH, at an average price of $44.07, for a total of 372,166.00 shares. In addition, there have been 6 sales at an average price of $49.33 for 22,848.00 shares. Based on historical transaction data and IJH's current price of $62.52, Altus Wealth Management, LLC's estimated gain on his IJH holdings is $6.57 Mil, reflecting a 40.04% gain to date.
Altus Wealth Management, LLC IJH ($62.52) Holding Chart
Altus Wealth Management, LLC IJH ($62.52) 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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