Number of Shares
12,417.00
Current Holdings Value*
$770,120.00
% of Portfolio
0.59%
Total Estimate Gain
$-191,061.56
% of Total Estimate Gain
-6.30%

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

As of 2025-06-30, Bay Capital Advisors, LLC held 12,417.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $770,120.00. This investment constitutes 0.59% of their stock portfolio, and Bay Capital Advisors, 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 Bay Capital Advisors, LLC has made 1 purchases of IJH, at an average price of $63.79, for a total of 47,528.00 shares. In addition, there have been 1 sales at an average price of $58.70 for 35,111.00 shares. Based on historical transaction data and IJH's current price of $62.81, Bay Capital Advisors, LLC's estimated gain on his IJH holdings is $-191,061.56, reflecting a -6.30% gain to date.

Bay Capital Advisors, LLC IJH ($62.81) Holding Chart

Bay Capital Advisors, LLC IJH ($62.81) 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 %

Top Ranked Articles

  • 1