Number of Shares
106,991.00
Current Holdings Value*
$6.24 Mil
% of Portfolio
3.37%
Total Estimate Gain
$1.03 Mil
% of Total Estimate Gain
17.46%

Financial Council, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Financial Council, LLC held 106,991.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.24 Mil. This investment constitutes 3.37% of their stock portfolio, and Financial Council, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q3. And since then Financial Council, LLC has made 11 purchases of IJH, at an average price of $53.80, for a total of 109,211.00 shares. In addition, there have been 3 sales at an average price of $50.19 for 2,220.00 shares. Based on historical transaction data and IJH's current price of $63.46, Financial Council, LLC's estimated gain on his IJH holdings is $1.03 Mil, reflecting a 17.46% gain to date.

Financial Council, LLC IJH ($63.46) Holding Chart

Financial Council, 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 %

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