Number of Shares
240,220.00
Current Holdings Value*
$14.09 Mil
% of Portfolio
5.65%
Total Estimate Gain
$3.49 Mil
% of Total Estimate Gain
28.98%

Eley Financial Management, Inc's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Eley Financial Management, Inc held 240,220.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.09 Mil. This investment constitutes 5.65% of their stock portfolio, and Eley Financial Management, Inc now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q4. And since then Eley Financial Management, Inc has made 7 purchases of IJH, at an average price of $49.39, for a total of 243,995.00 shares. In addition, there have been 1 sales at an average price of $52.40 for 3,775.00 shares. Based on historical transaction data and IJH's current price of $63.88, Eley Financial Management, Inc's estimated gain on his IJH holdings is $3.49 Mil, reflecting a 28.98% gain to date.

Eley Financial Management, Inc IJH ($63.88) Holding Chart

Eley Financial Management, Inc 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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