FUTURE YOU WEALTH LLC IJH Holdings History
Number of Shares
11,471.00
Current Holdings Value*
$669,300.00
% of Portfolio
0.43%
Total Estimate Gain
$24,146.45
% of Total Estimate Gain
3.39%
FUTURE YOU WEALTH LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, FUTURE YOU WEALTH LLC held 11,471.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $669,300.00. This investment constitutes 0.43% of their stock portfolio, and FUTURE YOU WEALTH LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2025Q1. And since then FUTURE YOU WEALTH LLC has made 1 purchases of IJH, at an average price of $62.10, for a total of 11,471.00 shares. Based on historical transaction data and IJH's current price of $64.21, FUTURE YOU WEALTH LLC's estimated gain on his IJH holdings is $24,146.45, reflecting a 3.39% gain to date.
FUTURE YOU WEALTH LLC IJH ($64.21) Holding Chart
FUTURE YOU WEALTH LLC IJH ($64.21) 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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