Number of Shares
27,635.00
Current Holdings Value*
$3.42 Mil
% of Portfolio
2.56%
Total Estimate Gain
$977,907.79
% of Total Estimate Gain
21.18%

Campion Asset Management's iShares S&P Mid-Cap 400 Value ETF Holding Summary

As of 2025-06-30, Campion Asset Management held 27,635.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $3.42 Mil. This investment constitutes 2.56% of their stock portfolio, and Campion Asset Management now holds 0.04% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.

The initial trade took place in 2021Q1. And since then Campion Asset Management has made 9 purchases of IJJ, at an average price of $100.85, for a total of 45,786.00 shares. In addition, there have been 8 sales at an average price of $115.50 for 18,151.00 shares. Based on historical transaction data and IJJ's current price of $126.61, Campion Asset Management's estimated gain on his IJJ holdings is $977,907.79, reflecting a 21.18% gain to date.

Campion Asset Management IJJ ($126.61) Holding Chart

Campion Asset Management IJJ ($126.61) 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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