Number of Shares
107,333.00
Current Holdings Value*
$6.66 Mil
% of Portfolio
3.21%
Total Estimate Gain
$982,554.78
% of Total Estimate Gain
16.67%

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

As of 2025-06-30, Financial Council, LLC held 107,333.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.66 Mil. This investment constitutes 3.21% 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 12 purchases of IJH, at an average price of $53.81, for a total of 109,553.00 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 $63.04, Financial Council, LLC's estimated gain on his IJH holdings is $982,554.78, reflecting a 16.67% gain to date.

Financial Council, LLC IJH ($63.04) Holding Chart

Financial Council, LLC IJH ($63.04) 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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