BlueChip Wealth Advisors LLC IJJ Holdings History
BlueChip Wealth Advisors LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 4,215.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $504,680.00. This investment constitutes 0.25% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.01% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $117.14 for 22,336.00 shares. Based on historical transaction data and IJJ's current price of $126.42, BlueChip Wealth Advisors LLC's estimated gain on his IJJ holdings is $419,126.13, reflecting a 15.35% gain to date.
BlueChip Wealth Advisors LLC IJJ ($126.42) Holding Chart
BlueChip Wealth Advisors LLC IJJ ($126.42) 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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