Global Wealth Management, LLC IJH Holdings History
Global Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 106,128.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.75 Mil. This investment constitutes 3.7% of their stock portfolio, and Global Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 1 purchases of IJH, at an average price of $60.37, for a total of 117,928.00 shares. In addition, there have been 2 sales at an average price of $59.72 for 11,800.00 shares. Based on historical transaction data and IJH's current price of $63.80, Global Wealth Management, LLC's estimated gain on his IJH holdings is $356,688.91, reflecting a 5.01% gain to date.
Global Wealth Management, LLC IJH ($63.80) Holding Chart
Global Wealth Management, LLC IJH ($63.80) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
