Number of Shares
138,937.00
Current Holdings Value*
$8.11 Mil
% of Portfolio
3.98%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
22.77%

BlueChip Wealth Advisors LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, BlueChip Wealth Advisors LLC held 138,937.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.11 Mil. This investment constitutes 3.98% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2023Q4. And since then BlueChip Wealth Advisors LLC has made 2 purchases of IJH, at an average price of $51.10, for a total of 162,235.00 shares. In addition, there have been 3 sales at an average price of $58.69 for 23,298.00 shares. Based on historical transaction data and IJH's current price of $63.41, BlueChip Wealth Advisors LLC's estimated gain on his IJH holdings is $1.89 Mil, reflecting a 22.77% gain to date.

BlueChip Wealth Advisors LLC IJH ($63.41) Holding Chart

BlueChip Wealth Advisors LLC IJH ($63.41) 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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