Cornerstone Planning Group LLC JKH Holdings History
Cornerstone Planning Group LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Cornerstone Planning Group LLC held 329,167.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $22.86 Mil. This investment constitutes 5.47% of their stock portfolio, and Cornerstone Planning Group LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.
The initial trade took place in 2022Q4. And since then Cornerstone Planning Group LLC has made 8 purchases of JKH, at an average price of $58.90, for a total of 329,167.00 shares. Based on historical transaction data and JKH's current price of $374.17, Cornerstone Planning Group LLC's estimated gain on his JKH holdings is $103.78 Mil, reflecting a 535.28% gain to date.
Cornerstone Planning Group LLC JKH ($374.17) Holding Chart
Cornerstone Planning Group LLC JKH ($374.17) 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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