Number of Shares
40,072.00
Current Holdings Value*
$2.34 Mil
% of Portfolio
1.44%
Total Estimate Gain
$836,427.90
% of Total Estimate Gain
23.19%

Foundry Financial Group, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 40,072.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.34 Mil. This investment constitutes 1.44% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 2 purchases of IJH, at an average price of $50.91, for a total of 70,833.00 shares. In addition, there have been 3 sales at an average price of $61.79 for 30,761.00 shares. Based on historical transaction data and IJH's current price of $63.44, Foundry Financial Group, Inc.'s estimated gain on his IJH holdings is $836,427.90, reflecting a 23.19% gain to date.

Foundry Financial Group, Inc. IJH ($63.44) Holding Chart

Foundry Financial Group, Inc. IJH ($63.44) 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 %

Top Ranked Articles

  • 1