Number of Shares
2,785.00
Current Holdings Value*
$160,000.00
% of Portfolio
0.06%
Total Estimate Gain
$6,405.50
% of Total Estimate Gain
3.70%

Briaud Financial Planning, Inc's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Briaud Financial Planning, Inc held 2,785.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $160,000.00. This investment constitutes 0.06% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2024Q4. And since then Briaud Financial Planning, Inc has made 2 purchases of IJH, at an average price of $62.10, for a total of 2,785.00 shares. Based on historical transaction data and IJH's current price of $64.40, Briaud Financial Planning, Inc's estimated gain on his IJH holdings is $6,405.50, reflecting a 3.70% gain to date.

Briaud Financial Planning, Inc IJH ($64.40) Holding Chart

Briaud Financial Planning, Inc 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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