CVT Volatility Managed Moderate Portfolio IJH Holdings History
CVT Volatility Managed Moderate Portfolio's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, CVT Volatility Managed Moderate Portfolio held 32,000.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.87 Mil. This investment constitutes 3.11% of their stock portfolio, and CVT Volatility Managed Moderate 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 Portfolio has made 4 purchases of IJH, at an average price of $42.46, for a total of 131,000.00 shares. In addition, there have been 11 sales at an average price of $47.29 for 99,000.00 shares. Based on historical transaction data and IJH's current price of $62.81, CVT Volatility Managed Moderate Portfolio's estimated gain on his IJH holdings is $1.13 Mil, reflecting a 20.31% gain to date.
CVT Volatility Managed Moderate Portfolio IJH ($62.81) Holding Chart
CVT Volatility Managed Moderate Portfolio IJH ($62.81) 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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