Number of Shares
387,518.00
Current Holdings Value*
$24.72 Mil
% of Portfolio
4.43%
Total Estimate Gain
$5.89 Mil
% of Total Estimate Gain
25.34%

FINANCIAL MANAGEMENT NETWORK INC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, FINANCIAL MANAGEMENT NETWORK INC held 387,518.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $24.72 Mil. This investment constitutes 4.43% of their stock portfolio, and FINANCIAL MANAGEMENT NETWORK INC now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2020Q4. And since then FINANCIAL MANAGEMENT NETWORK INC has made 12 purchases of IJH, at an average price of $49.49, for a total of 469,823.00 shares. In addition, there have been 6 sales at an average price of $50.90 for 82,305.00 shares. Based on historical transaction data and IJH's current price of $64.40, FINANCIAL MANAGEMENT NETWORK INC's estimated gain on his IJH holdings is $5.89 Mil, reflecting a 25.34% gain to date.

FINANCIAL MANAGEMENT NETWORK INC IJH ($64.40) Holding Chart

FINANCIAL MANAGEMENT NETWORK INC IJH ($64.40) 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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