Circle Wealth Management, LLC IJH Holdings History
Circle Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 4.25 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $248.09 Mil. This investment constitutes 5.69% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.28% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2020Q1. And since then Circle Wealth Management, LLC has made 3 purchases of IJH, at an average price of $52.36, for a total of 4.33 Mil shares. In addition, there have been 4 sales at an average price of $55.05 for 78,241.00 shares. Based on historical transaction data and IJH's current price of $63.65, Circle Wealth Management, LLC's estimated gain on his IJH holdings is $48.22 Mil, reflecting a 21.27% gain to date.
Circle Wealth Management, LLC IJH ($63.65) Holding Chart
Circle Wealth Management, LLC IJH ($63.65) 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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