Guardian Wealth Advisors, LLC IJH Holdings History
Guardian Wealth Advisors, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Guardian Wealth Advisors, LLC held 222,703.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $12.99 Mil. This investment constitutes 8.34% of their stock portfolio, and Guardian Wealth Advisors, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2020Q4. And since then Guardian Wealth Advisors, LLC has made 16 purchases of IJH, at an average price of $49.31, for a total of 225,098.00 shares. In addition, there have been 1 sales at an average price of $49.94 for 2,395.00 shares. Based on historical transaction data and IJH's current price of $63.80, Guardian Wealth Advisors, LLC's estimated gain on his IJH holdings is $3.23 Mil, reflecting a 29.08% gain to date.
Guardian Wealth Advisors, LLC IJH ($63.80) Holding Chart
Guardian Wealth Advisors, 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 % | |||
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