Number of Shares
68,873.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
4.57%
Total Estimate Gain
$228,102.53
% of Total Estimate Gain
5.49%

Blake Schutter Theil Wealth Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 68,873.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.02 Mil. This investment constitutes 4.57% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 2 purchases of IJH, at an average price of $60.33, for a total of 68,873.00 shares. Based on historical transaction data and IJH's current price of $63.64, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his IJH holdings is $228,102.53, reflecting a 5.49% gain to date.

Blake Schutter Theil Wealth Advisors, LLC IJH ($63.64) Holding Chart

Blake Schutter Theil Wealth Advisors, LLC IJH ($63.64) 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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