CJM Wealth Advisers, Ltd. IJH Holdings History
CJM Wealth Advisers, Ltd.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 554,578.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $34.39 Mil. This investment constitutes 11.45% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 6 purchases of IJH, at an average price of $54.04, for a total of 588,982.00 shares. In addition, there have been 8 sales at an average price of $53.14 for 34,404.00 shares. Based on historical transaction data and IJH's current price of $64.34, CJM Wealth Advisers, Ltd.'s estimated gain on his IJH holdings is $5.68 Mil, reflecting a 17.84% gain to date.
CJM Wealth Advisers, Ltd. IJH ($64.34) Holding Chart
CJM Wealth Advisers, Ltd. IJH ($64.34) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
