Number of Shares
222,830.00
Current Holdings Value*
$13.82 Mil
% of Portfolio
5.98%
Total Estimate Gain
$1.98 Mil
% of Total Estimate Gain
6.48%

Boyd Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Boyd Wealth Management, LLC held 222,830.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $13.82 Mil. This investment constitutes 5.98% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 8 purchases of IJH, at an average price of $55.53, for a total of 550,326.00 shares. In addition, there have been 5 sales at an average price of $55.54 for 327,496.00 shares. Based on historical transaction data and IJH's current price of $64.40, Boyd Wealth Management, LLC's estimated gain on his IJH holdings is $1.98 Mil, reflecting a 6.48% gain to date.

Boyd Wealth Management, LLC IJH ($64.40) Holding Chart

Boyd Wealth Management, LLC IJH ($64.40) 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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