Number of Shares
256,580.00
Current Holdings Value*
$13.50 Mil
% of Portfolio
4.48%
Total Estimate Gain
$5.99 Mil
% of Total Estimate Gain
22.67%

DeGreen Capital Management LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2021-09-30, DeGreen Capital Management LLC held 256,580.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $13.50 Mil. This investment constitutes 4.48% of their stock portfolio, and DeGreen Capital Management LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then DeGreen Capital Management LLC has made 7 purchases of IJH, at an average price of $38.57, for a total of 684,785.00 shares. In addition, there have been 7 sales at an average price of $37.57 for 428,205.00 shares. Based on historical transaction data and IJH's current price of $63.57, DeGreen Capital Management LLC's estimated gain on his IJH holdings is $5.99 Mil, reflecting a 22.67% gain to date.

DeGreen Capital Management LLC IJH ($63.57) Holding Chart

DeGreen Capital Management LLC IJH ($63.57) 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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