Number of Shares
46,101.00
Current Holdings Value*
$2.69 Mil
% of Portfolio
1.38%
Total Estimate Gain
$514,987.85
% of Total Estimate Gain
3.96%

Client First Capital LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Client First Capital LLC held 46,101.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.69 Mil. This investment constitutes 1.38% of their stock portfolio, and Client First Capital LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q4. And since then Client First Capital LLC has made 7 purchases of IJH, at an average price of $56.14, for a total of 231,383.00 shares. In addition, there have been 6 sales at an average price of $57.09 for 185,282.00 shares. Based on historical transaction data and IJH's current price of $63.46, Client First Capital LLC's estimated gain on his IJH holdings is $514,987.85, reflecting a 3.96% gain to date.

Client First Capital LLC IJH ($63.46) Holding Chart

Client First Capital 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 %

Top Ranked Articles

  • 1