Number of Shares
275,817.00
Current Holdings Value*
$19.70 Mil
% of Portfolio
12.05%
Total Estimate Gain
$86.45 Mil
% of Total Estimate Gain
513.56%

Cosner Financial Group, LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Cosner Financial Group, LLC held 275,817.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $19.70 Mil. This investment constitutes 12.05% of their stock portfolio, and Cosner Financial Group, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.

The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 6 purchases of JKH, at an average price of $60.77, for a total of 277,010.00 shares. In addition, there have been 1 sales at an average price of $69.37 for 1,193.00 shares. Based on historical transaction data and JKH's current price of $374.17, Cosner Financial Group, LLC's estimated gain on his JKH holdings is $86.45 Mil, reflecting a 513.56% gain to date.

Cosner Financial Group, LLC JKH ($374.17) Holding Chart

Cosner Financial 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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