Number of Shares
66,460.00
Current Holdings Value*
$5.54 Mil
% of Portfolio
2.05%
Total Estimate Gain
$3.65 Mil
% of Total Estimate Gain
20.63%

Centerpoint Advisors, LLC's iShares S&P Mid-Cap 400 Growth ETF Holding Summary

As of 2025-03-31, Centerpoint Advisors, LLC held 66,460.00 shares of iShares S&P Mid-Cap 400 Growth ETF(IJK), totaling $5.54 Mil. This investment constitutes 2.05% of their stock portfolio, and Centerpoint Advisors, LLC now holds 0.07% of the outstanding iShares S&P Mid-Cap 400 Growth ETF(IJK) stock.

The initial trade took place in 2018Q2. And since then Centerpoint Advisors, LLC has made 7 purchases of IJK, at an average price of $54.26, for a total of 326,272.00 shares. In addition, there have been 21 sales at an average price of $58.32 for 259,812.00 shares. Based on historical transaction data and IJK's current price of $93.38, Centerpoint Advisors, LLC's estimated gain on his IJK holdings is $3.65 Mil, reflecting a 20.63% gain to date.

Centerpoint Advisors, LLC IJK ($93.38) Holding Chart

Centerpoint Advisors, LLC IJK ($93.38) 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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