CVT Volatility Managed Moderate Growth Portfolio IJH Holdings History
CVT Volatility Managed Moderate Growth Portfolio's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, CVT Volatility Managed Moderate Growth Portfolio held 33,000.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.93 Mil. This investment constitutes 3.58% of their stock portfolio, and CVT Volatility Managed Moderate Growth Portfolio now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q3. And since then CVT Volatility Managed Moderate Growth Portfolio has made 4 purchases of IJH, at an average price of $41.75, for a total of 150,000.00 shares. In addition, there have been 10 sales at an average price of $45.95 for 117,000.00 shares. Based on historical transaction data and IJH's current price of $63.44, CVT Volatility Managed Moderate Growth Portfolio's estimated gain on his IJH holdings is $1.21 Mil, reflecting a 19.28% gain to date.
CVT Volatility Managed Moderate Growth Portfolio IJH ($63.44) Holding Chart
CVT Volatility Managed Moderate Growth Portfolio IJH ($63.44) 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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