Number of Shares
537,167.00
Current Holdings Value*
$32.63 Mil
% of Portfolio
5.89%
Total Estimate Gain
$11.77 Mil
% of Total Estimate Gain
48.05%

Financial Advisory Group's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2024-03-31, Financial Advisory Group held 537,167.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $32.63 Mil. This investment constitutes 5.89% of their stock portfolio, and Financial Advisory Group now holds -% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then Financial Advisory Group has made 12 purchases of IJH, at an average price of $41.14, for a total of 595,567.00 shares. In addition, there have been 6 sales at an average price of $50.64 for 58,400.00 shares. Based on historical transaction data and IJH's current price of $62.02, Financial Advisory Group's estimated gain on his IJH holdings is $11.77 Mil, reflecting a 48.05% gain to date.

Financial Advisory Group IJH ($62.02) Holding Chart

Financial Advisory Group IJH ($62.02) 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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