Number of Shares
102,638.00
Current Holdings Value*
$5.99 Mil
% of Portfolio
2.37%
Total Estimate Gain
$375,098.74
% of Total Estimate Gain
6.09%

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 $63.64, CGC Financial Services, LLC's estimated gain on his IJH holdings is $375,098.74, reflecting a 6.09% gain to date.

CGC Financial Services, LLC IJH ($63.64) Holding Chart

CGC Financial 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 %

Top Ranked Articles

  • 1