Number of Shares
282,963.00
Current Holdings Value*
$16.51 Mil
% of Portfolio
3.46%
Total Estimate Gain
$384,829.68
% of Total Estimate Gain
2.19%

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

As of 2025-03-31, Artemis Wealth Advisors, LLC held 282,963.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $16.51 Mil. This investment constitutes 3.46% of their stock portfolio, and Artemis Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q1. And since then Artemis Wealth Advisors, LLC has made 1 purchases of IJH, at an average price of $62.10, for a total of 282,963.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and IJH's current price of $63.46, Artemis Wealth Advisors, LLC's estimated gain on his IJH holdings is $384,829.68, reflecting a 2.19% gain to date.

Artemis Wealth Advisors, LLC IJH ($63.46) Holding Chart

Artemis Wealth Advisors, 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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