Fortitude Financial, LLC JKG Holdings History
Fortitude Financial, LLC's iShares Morningstar Mid-Cap ETF Holding Summary
As of 2025-03-31, Fortitude Financial, LLC held 70,502.00 shares of iShares Morningstar Mid-Cap ETF(JKG), totaling $5.22 Mil. This investment constitutes 4.97% of their stock portfolio, and Fortitude Financial, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap ETF(JKG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $77.07 for 412,942.00 shares. Based on historical transaction data and JKG's current price of $251.08, Fortitude Financial, LLC's estimated gain on his JKG holdings is $11.69 Mil, reflecting a 30.90% gain to date.
Fortitude Financial, LLC JKG ($251.08) Holding Chart
Fortitude Financial, LLC JKG ($251.08) 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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