FORM Wealth Advisors, LLC IJH Holdings History
FORM Wealth Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, FORM Wealth Advisors, LLC held 708,892.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $43.97 Mil. This investment constitutes 5.32% of their stock portfolio, and FORM Wealth Advisors, LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2025Q1. And since then FORM Wealth Advisors, LLC has made 1 purchases of IJH, at an average price of $61.76, for a total of 708,892.00 shares. Based on historical transaction data and IJH's current price of $63.46, FORM Wealth Advisors, LLC's estimated gain on his IJH holdings is $1.20 Mil, reflecting a 2.75% gain to date.
FORM Wealth Advisors, LLC IJH ($63.46) Holding Chart
FORM Wealth Advisors, LLC IJH ($63.46) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
