CBM Financial, LLC IJH Holdings History
Number of Shares
244,315.00
Current Holdings Value*
$14.94 Mil
% of Portfolio
12.15%
Total Estimate Gain
$415,335.50
% of Total Estimate Gain
2.74%
CBM Financial, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 244,315.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.94 Mil. This investment constitutes 12.15% of their stock portfolio, and CBM Financial, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IJH's current price of $63.80, CBM Financial, LLC's estimated gain on his IJH holdings is $415,335.50, reflecting a 2.74% gain to date.
CBM Financial, LLC IJH ($63.80) Holding Chart
CBM Financial, LLC IJH ($63.80) 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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