Axis Wealth Partners, LLC IJJ Holdings History
Axis Wealth Partners, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 11,598.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $1.43 Mil. This investment constitutes 0.94% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.02% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of IJJ, at an average price of $123.84, for a total of 11,598.00 shares. Based on historical transaction data and IJJ's current price of $127.12, Axis Wealth Partners, LLC's estimated gain on his IJJ holdings is $38,042.26, reflecting a 2.65% gain to date.
Axis Wealth Partners, LLC IJJ ($127.12) Holding Chart
Axis Wealth Partners, LLC IJJ ($127.12) 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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