Number of Shares
135,662.00
Current Holdings Value*
$7.92 Mil
% of Portfolio
5.28%
Total Estimate Gain
$1.69 Mil
% of Total Estimate Gain
21.94%

Better Money Decisions, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Better Money Decisions, LLC held 135,662.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $7.92 Mil. This investment constitutes 5.28% of their stock portfolio, and Better Money Decisions, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q1. And since then Better Money Decisions, LLC has made 14 purchases of IJH, at an average price of $51.83, for a total of 148,998.00 shares. In addition, there have been 2 sales at an average price of $60.53 for 13,336.00 shares. Based on historical transaction data and IJH's current price of $63.46, Better Money Decisions, LLC's estimated gain on his IJH holdings is $1.69 Mil, reflecting a 21.94% gain to date.

Better Money Decisions, LLC IJH ($63.46) Holding Chart

Better Money Decisions, 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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