CGC Financial Services, LLC IJH Holdings History
Number of Shares
102,638.00
Current Holdings Value*
$5.99 Mil
% of Portfolio
2.37%
Total Estimate Gain
$368,940.46
% of Total Estimate Gain
5.99%
CGC Financial Services, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, CGC Financial Services, LLC held 102,638.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $5.99 Mil. This investment constitutes 2.37% of their stock portfolio, and CGC Financial Services, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2023Q4. And since then CGC Financial Services, LLC has made 6 purchases of IJH, at an average price of $59.99, for a total of 102,638.00 shares. Based on historical transaction data and IJH's current price of $63.58, CGC Financial Services, LLC's estimated gain on his IJH holdings is $368,940.46, reflecting a 5.99% gain to date.
CGC Financial Services, LLC IJH ($63.58) Holding Chart
CGC Financial Services, LLC IJH ($63.58) 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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