Finley Financial, LLC IJH Holdings History

Number of Shares
149,329.00
Current Holdings Value*
$9.26 Mil
% of Portfolio
4.66%
Total Estimate Gain
$80,915.85
% of Total Estimate Gain
0.85%

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

As of 2025-06-30, Finley Financial, LLC held 149,329.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $9.26 Mil. This investment constitutes 4.66% of their stock portfolio, and Finley Financial, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2024Q4. And since then Finley Financial, LLC has made 2 purchases of IJH, at an average price of $63.86, for a total of 149,329.00 shares. Based on historical transaction data and IJH's current price of $64.40, Finley Financial, LLC's estimated gain on his IJH holdings is $80,915.85, reflecting a 0.85% gain to date.

Finley Financial, LLC IJH ($64.40) Holding Chart

Finley Financial, 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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