Number of Shares
64,296.00
Current Holdings Value*
$3.75 Mil
% of Portfolio
5.43%
Total Estimate Gain
$-19,248.21
% of Total Estimate Gain
-0.46%

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

As of 2025-03-31, Fortress Financial Solutions, LLC held 64,296.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.75 Mil. This investment constitutes 5.43% of their stock portfolio, and Fortress Financial Solutions, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.10 for 291.00 shares. Based on historical transaction data and IJH's current price of $63.88, Fortress Financial Solutions, LLC's estimated gain on his IJH holdings is $-19,248.21, reflecting a -0.46% gain to date.

Fortress Financial Solutions, LLC IJH ($63.88) Holding Chart

Fortress Financial Solutions, LLC IJH ($63.88) 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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