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
$26,383.30
% of Total Estimate Gain
3.70%

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 $64.40, FUTURE YOU WEALTH LLC's estimated gain on his IJH holdings is $26,383.30, reflecting a 3.70% gain to date.

FUTURE YOU WEALTH LLC IJH ($64.40) Holding Chart

FUTURE YOU WEALTH LLC 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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