Number of Shares
620,416.00
Current Holdings Value*
$38.48 Mil
% of Portfolio
1.72%
Total Estimate Gain
$18.51 Mil
% of Total Estimate Gain
64.42%

Chesley Taft & Associates LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Chesley Taft & Associates LLC held 620,416.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $38.48 Mil. This investment constitutes 1.72% of their stock portfolio, and Chesley Taft & Associates LLC now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then Chesley Taft & Associates LLC has made 24 purchases of IJH, at an average price of $35.77, for a total of 803,251.00 shares. In addition, there have been 16 sales at an average price of $43.02 for 182,835.00 shares. Based on historical transaction data and IJH's current price of $63.46, Chesley Taft & Associates LLC's estimated gain on his IJH holdings is $18.51 Mil, reflecting a 64.42% gain to date.

Chesley Taft & Associates LLC IJH ($63.46) Holding Chart

Chesley Taft & Associates LLC 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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