Number of Shares
105,383.00
Current Holdings Value*
$6.15 Mil
% of Portfolio
3.08%
Total Estimate Gain
$59.50 Mil
% of Total Estimate Gain
5.68%

Cottage Street Advisors LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Cottage Street Advisors LLC held 105,383.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.15 Mil. This investment constitutes 3.08% of their stock portfolio, and Cottage Street Advisors LLC 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 Cottage Street Advisors LLC has made 6 purchases of IJH, at an average price of $48.25, for a total of 21.70 Mil shares. In addition, there have been 16 sales at an average price of $50.94 for 21.60 Mil shares. Based on historical transaction data and IJH's current price of $62.59, Cottage Street Advisors LLC's estimated gain on his IJH holdings is $59.50 Mil, reflecting a 5.68% gain to date.

Cottage Street Advisors LLC IJH ($62.59) Holding Chart

Cottage Street Advisors LLC IJH ($62.59) 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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