Number of Shares
50,932.00
Current Holdings Value*
$3.16 Mil
% of Portfolio
2.86%
Total Estimate Gain
$418,282.20
% of Total Estimate Gain
12.72%

C2C Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, C2C Wealth Management, LLC held 50,932.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.16 Mil. This investment constitutes 2.86% of their stock portfolio, and C2C Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q4. And since then C2C Wealth Management, LLC has made 8 purchases of IJH, at an average price of $55.59, for a total of 59,171.00 shares. In addition, there have been 5 sales at an average price of $51.92 for 8,239.00 shares. Based on historical transaction data and IJH's current price of $64.40, C2C Wealth Management, LLC's estimated gain on his IJH holdings is $418,282.20, reflecting a 12.72% gain to date.

C2C Wealth Management, LLC IJH ($64.40) Holding Chart

C2C 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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