Fox Financial, Inc IJH Holdings History

Number of Shares
5,840.00
Current Holdings Value*
$340,770.00
% of Portfolio
0.32%
Total Estimate Gain
$83,159.03
% of Total Estimate Gain
26.64%

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

As of 2025-03-31, Fox Financial, Inc held 5,840.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $340,770.00. This investment constitutes 0.32% of their stock portfolio, and Fox Financial, 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 Fox Financial, Inc has made 1 purchases of IJH, at an average price of $50.72, for a total of 6,155.00 shares. In addition, there have been 2 sales at an average price of $62.02 for 315.00 shares. Based on historical transaction data and IJH's current price of $64.35, Fox Financial, Inc's estimated gain on his IJH holdings is $83,159.03, reflecting a 26.64% gain to date.

Fox Financial, Inc IJH ($64.35) Holding Chart

Fox Financial, Inc IJH ($64.35) 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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