Number of Shares
234,044.00
Current Holdings Value*
$13.66 Mil
% of Portfolio
2.86%
Total Estimate Gain
$18.39 Mil
% of Total Estimate Gain
26.34%

FFT WEALTH MANAGEMENT LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, FFT WEALTH MANAGEMENT LLC held 234,044.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $13.66 Mil. This investment constitutes 2.86% of their stock portfolio, and FFT WEALTH 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 FFT WEALTH MANAGEMENT LLC has made 9 purchases of IJH, at an average price of $37.89, for a total of 1.84 Mil shares. In addition, there have been 19 sales at an average price of $45.60 for 1.61 Mil shares. Based on historical transaction data and IJH's current price of $63.42, FFT WEALTH MANAGEMENT LLC's estimated gain on his IJH holdings is $18.39 Mil, reflecting a 26.34% gain to date.

FFT WEALTH MANAGEMENT LLC IJH ($63.42) Holding Chart

FFT WEALTH MANAGEMENT LLC IJH ($63.42) 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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