Cascade Wealth Advisors, Inc IJH Holdings History
Cascade Wealth Advisors, Inc's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 113,264.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.23 Mil. This investment constitutes 4.31% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q1. And since then Cascade Wealth Advisors, Inc has made 4 purchases of IJH, at an average price of $58.95, for a total of 113,264.00 shares. Based on historical transaction data and IJH's current price of $63.46, Cascade Wealth Advisors, Inc's estimated gain on his IJH holdings is $511,039.50, reflecting a 7.65% gain to date.
Cascade Wealth Advisors, Inc IJH ($63.46) Holding Chart
Cascade Wealth Advisors, Inc IJH ($63.46) 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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