Number of Shares
354,075.00
Current Holdings Value*
$20.66 Mil
% of Portfolio
5.81%
Total Estimate Gain
$4.36 Mil
% of Total Estimate Gain
23.80%

Drake & Associates, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Drake & Associates, LLC held 354,075.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $20.66 Mil. This investment constitutes 5.81% of their stock portfolio, and Drake & Associates, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q2. And since then Drake & Associates, LLC has made 10 purchases of IJH, at an average price of $51.55, for a total of 355,380.00 shares. In addition, there have been 1 sales at an average price of $48.31 for 1,305.00 shares. Based on historical transaction data and IJH's current price of $63.88, Drake & Associates, LLC's estimated gain on his IJH holdings is $4.36 Mil, reflecting a 23.80% gain to date.

Drake & Associates, LLC IJH ($63.88) Holding Chart

Drake & Associates, LLC IJH ($63.88) 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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