Number of Shares
477,896.00
Current Holdings Value*
$27.89 Mil
% of Portfolio
1.85%
Total Estimate Gain
$18.91 Mil
% of Total Estimate Gain
78.35%

BAR HARBOR WEALTH MANAGEMENT's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, BAR HARBOR WEALTH MANAGEMENT held 477,896.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $27.89 Mil. This investment constitutes 1.85% of their stock portfolio, and BAR HARBOR WEALTH MANAGEMENT now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then BAR HARBOR WEALTH MANAGEMENT has made 17 purchases of IJH, at an average price of $29.37, for a total of 821,548.00 shares. In addition, there have been 21 sales at an average price of $36.98 for 343,652.00 shares. Based on historical transaction data and IJH's current price of $63.46, BAR HARBOR WEALTH MANAGEMENT's estimated gain on his IJH holdings is $18.91 Mil, reflecting a 78.35% gain to date.

BAR HARBOR WEALTH MANAGEMENT IJH ($63.46) Holding Chart

BAR HARBOR WEALTH MANAGEMENT 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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