BALANCED WEALTH GROUP LLC IJH Holdings History
BALANCED WEALTH GROUP LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 53,580.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.13 Mil. This investment constitutes 1.51% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 1 purchases of IJH, at an average price of $50.72, for a total of 170,930.00 shares. In addition, there have been 4 sales at an average price of $57.70 for 117,350.00 shares. Based on historical transaction data and IJH's current price of $63.46, BALANCED WEALTH GROUP LLC's estimated gain on his IJH holdings is $1.50 Mil, reflecting a 17.32% gain to date.
BALANCED WEALTH GROUP LLC IJH ($63.46) Holding Chart
BALANCED WEALTH GROUP 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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