Broadview Financial Management, LLC IJK Holdings History
Broadview Financial Management, LLC's iShares S&P Mid-Cap 400 Growth ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 97,536.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $8.12 Mil. This investment constitutes 6.06% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.1% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 7 purchases of IJK, at an average price of $54.20, for a total of 189,664.00 shares. In addition, there have been 21 sales at an average price of $65.72 for 92,128.00 shares. Based on historical transaction data and IJK's current price of $93.38, Broadview Financial Management, LLC's estimated gain on his IJK holdings is $4.88 Mil, reflecting a 47.50% gain to date.
Broadview Financial Management, LLC IJK ($93.38) Holding Chart
Broadview Financial Management, LLC IJK ($93.38) 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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