Number of Shares
320,078.00
Current Holdings Value*
$18.68 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-72.93 Mil
% of Total Estimate Gain
-3.73%

CFS Investment Advisory Services, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, CFS Investment Advisory Services, LLC held 320,078.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $18.68 Mil. This investment constitutes 1.66% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 10 purchases of IJH, at an average price of $51.03, for a total of 38.35 Mil shares. In addition, there have been 5 sales at an average price of $49.00 for 38.03 Mil shares. Based on historical transaction data and IJH's current price of $63.64, CFS Investment Advisory Services, LLC's estimated gain on his IJH holdings is $-72.93 Mil, reflecting a -3.73% gain to date.

CFS Investment Advisory Services, LLC IJH ($63.64) Holding Chart

CFS Investment Advisory Services, LLC IJH ($63.64) 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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