COLTON GROOME FINANCIAL ADVISORS, LLC IJH Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 142,641.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.85 Mil. This investment constitutes 3% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q2. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 14 purchases of IJH, at an average price of $44.39, for a total of 489,759.00 shares. In addition, there have been 10 sales at an average price of $53.45 for 347,118.00 shares. Based on historical transaction data and IJH's current price of $63.04, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his IJH holdings is $5.80 Mil, reflecting a 26.69% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC IJH ($63.04) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC IJH ($63.04) 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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