GenWealth Group, Inc. IJH Holdings History

Number of Shares
410,976.00
Current Holdings Value*
$25.49 Mil
% of Portfolio
5.14%
Total Estimate Gain
$4.06 Mil
% of Total Estimate Gain
9.66%

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

As of 2025-06-30, GenWealth Group, Inc. held 410,976.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $25.49 Mil. This investment constitutes 5.14% of their stock portfolio, and GenWealth Group, Inc. now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then GenWealth Group, Inc. has made 8 purchases of IJH, at an average price of $57.51, for a total of 730,655.00 shares. In addition, there have been 12 sales at an average price of $61.36 for 319,679.00 shares. Based on historical transaction data and IJH's current price of $64.40, GenWealth Group, Inc.'s estimated gain on his IJH holdings is $4.06 Mil, reflecting a 9.66% gain to date.

GenWealth Group, Inc. IJH ($64.40) Holding Chart

GenWealth Group, Inc. IJH ($64.40) 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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