Number of Shares
347,210.00
Current Holdings Value*
$21.53 Mil
% of Portfolio
10.31%
Total Estimate Gain
$6.89 Mil
% of Total Estimate Gain
41.98%

Altus Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Altus Wealth Management, LLC held 347,210.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $21.53 Mil. This investment constitutes 10.31% 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 7 sales at an average price of $50.12 for 24,956.00 shares. Based on historical transaction data and IJH's current price of $63.46, Altus Wealth Management, LLC's estimated gain on his IJH holdings is $6.89 Mil, reflecting a 41.98% gain to date.

Altus Wealth Management, LLC IJH ($63.46) Holding Chart

Altus Wealth Management, LLC 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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