Fairhaven Wealth Management, LLC IJH Holdings History
Fairhaven Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 393,736.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $24.53 Mil. This investment constitutes 7.67% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 17 purchases of IJH, at an average price of $39.01, for a total of 494,257.00 shares. In addition, there have been 6 sales at an average price of $51.52 for 100,521.00 shares. Based on historical transaction data and IJH's current price of $64.34, Fairhaven Wealth Management, LLC's estimated gain on his IJH holdings is $11.23 Mil, reflecting a 58.23% gain to date.
Fairhaven Wealth Management, LLC IJH ($64.34) Holding Chart
Fairhaven Wealth Management, LLC IJH ($64.34) 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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