Number of Shares
94,063.00
Current Holdings Value*
$5.49 Mil
% of Portfolio
3.58%
Total Estimate Gain
$897,924.03
% of Total Estimate Gain
17.27%

Guardian Asset Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Guardian Asset Advisors, LLC held 94,063.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $5.49 Mil. This investment constitutes 3.58% of their stock portfolio, and Guardian Asset Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2023Q4. And since then Guardian Asset Advisors, LLC has made 4 purchases of IJH, at an average price of $54.40, for a total of 95,554.00 shares. In addition, there have been 1 sales at an average price of $60.30 for 1,491.00 shares. Based on historical transaction data and IJH's current price of $63.86, Guardian Asset Advisors, LLC's estimated gain on his IJH holdings is $897,924.03, reflecting a 17.27% gain to date.

Guardian Asset Advisors, LLC IJH ($63.86) Holding Chart

Guardian Asset Advisors, LLC IJH ($63.86) 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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