CAPITAL WEALTH MANAGEMENT, LLC JKH Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 172,391.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $13.83 Mil. This investment constitutes 5.16% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.
The initial trade took place in 2019Q3. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 18 purchases of JKH, at an average price of $70.89, for a total of 177,799.00 shares. In addition, there have been 6 sales at an average price of $76.21 for 5,408.00 shares. Based on historical transaction data and JKH's current price of $374.17, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his JKH holdings is $52.31 Mil, reflecting a 415.06% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC JKH ($374.17) Holding Chart
CAPITAL WEALTH MANAGEMENT, LLC JKH ($374.17) 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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