Divergent Planning, LLC IJH Holdings History
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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