Number of Shares
130,726.00
Current Holdings Value*
$8.29 Mil
% of Portfolio
3.83%
Total Estimate Gain
$1.36 Mil
% of Total Estimate Gain
19.35%

Clarus Wealth Advisors's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Clarus Wealth Advisors held 130,726.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.29 Mil. This investment constitutes 3.83% of their stock portfolio, and Clarus Wealth Advisors now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then Clarus Wealth Advisors has made 14 purchases of IJH, at an average price of $52.92, for a total of 132,471.00 shares. In addition, there have been 2 sales at an average price of $40.62 for 1,745.00 shares. Based on historical transaction data and IJH's current price of $63.46, Clarus Wealth Advisors's estimated gain on his IJH holdings is $1.36 Mil, reflecting a 19.35% gain to date.

Clarus Wealth Advisors IJH ($63.46) Holding Chart

Clarus Wealth Advisors 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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