Number of Shares
290,657.00
Current Holdings Value*
$16.96 Mil
% of Portfolio
6.26%
Total Estimate Gain
$6.50 Mil
% of Total Estimate Gain
46.15%

Centerpoint Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Centerpoint Advisors, LLC held 290,657.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $16.96 Mil. This investment constitutes 6.26% of their stock portfolio, and Centerpoint Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then Centerpoint Advisors, LLC has made 22 purchases of IJH, at an average price of $42.22, for a total of 333,522.00 shares. In addition, there have been 6 sales at an average price of $47.52 for 42,865.00 shares. Based on historical transaction data and IJH's current price of $63.80, Centerpoint Advisors, LLC's estimated gain on his IJH holdings is $6.50 Mil, reflecting a 46.15% gain to date.

Centerpoint Advisors, LLC IJH ($63.80) Holding Chart

Centerpoint Advisors, LLC IJH ($63.80) 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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