Number of Shares
146,334.00
Current Holdings Value*
$9.08 Mil
% of Portfolio
3.44%
Total Estimate Gain
$800,446.98
% of Total Estimate Gain
9.32%

Divergent Planning, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Divergent Planning, LLC held 146,334.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $9.08 Mil. This investment constitutes 3.44% of their stock portfolio, and Divergent Planning, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2025Q2. And since then Divergent Planning, LLC has made 1 purchases of IJH, at an average price of $58.70, for a total of 146,334.00 shares. Based on historical transaction data and IJH's current price of $64.17, Divergent Planning, LLC's estimated gain on his IJH holdings is $800,446.98, reflecting a 9.32% gain to date.

Divergent Planning, LLC IJH ($64.17) Holding Chart

Divergent Planning, LLC IJH ($64.17) 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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