Axis Wealth Partners, LLC IJH Holdings History
Axis Wealth Partners, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 52,665.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.27 Mil. This investment constitutes 2.15% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 1 purchases of IJH, at an average price of $62.82, for a total of 55,485.00 shares. In addition, there have been 1 sales at an average price of $58.70 for 2,820.00 shares. Based on historical transaction data and IJH's current price of $64.33, Axis Wealth Partners, LLC's estimated gain on his IJH holdings is $67,609.58, reflecting a 1.94% gain to date.
Axis Wealth Partners, LLC IJH ($64.33) Holding Chart
Axis Wealth Partners, LLC IJH ($64.33) 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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