Number of Shares
407,912.00
Current Holdings Value*
$45.15 Mil
% of Portfolio
10.98%
Total Estimate Gain
$25.14 Mil
% of Total Estimate Gain
28.52%

FundX Investment Group, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary

As of 2021-12-31, FundX Investment Group, LLC held 407,912.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $45.15 Mil. This investment constitutes 10.98% of their stock portfolio, and FundX Investment Group, LLC now holds 0.56% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.

The initial trade took place in 2013Q4. And since then FundX Investment Group, LLC has made 3 purchases of IJJ, at an average price of $83.02, for a total of 1.06 Mil shares. In addition, there have been 3 sales at an average price of $94.91 for 653,829.00 shares. Based on historical transaction data and IJJ's current price of $125.60, FundX Investment Group, LLC's estimated gain on his IJJ holdings is $25.14 Mil, reflecting a 28.52% gain to date.

FundX Investment Group, LLC IJJ ($125.60) Holding Chart

FundX Investment Group, LLC IJJ ($125.60) 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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