Core Wealth Advisors, Inc. IJH Holdings History
Core Wealth Advisors, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 241,974.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.12 Mil. This investment constitutes 4.49% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q4. And since then Core Wealth Advisors, Inc. has made 14 purchases of IJH, at an average price of $42.80, for a total of 357,443.00 shares. In addition, there have been 7 sales at an average price of $45.82 for 115,469.00 shares. Based on historical transaction data and IJH's current price of $63.64, Core Wealth Advisors, Inc.'s estimated gain on his IJH holdings is $5.39 Mil, reflecting a 35.25% gain to date.
Core Wealth Advisors, Inc. IJH ($63.64) Holding Chart
Core Wealth Advisors, Inc. IJH ($63.64) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
