Number of Shares
250,594.00
Current Holdings Value*
$14.62 Mil
% of Portfolio
4.16%
Total Estimate Gain
$5.55 Mil
% of Total Estimate Gain
43.58%

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

As of 2025-03-31, Guidance Point Advisors, LLC held 250,594.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.62 Mil. This investment constitutes 4.16% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q4. And since then Guidance Point Advisors, LLC has made 21 purchases of IJH, at an average price of $42.69, for a total of 298,219.00 shares. In addition, there have been 5 sales at an average price of $45.62 for 47,625.00 shares. Based on historical transaction data and IJH's current price of $64.27, Guidance Point Advisors, LLC's estimated gain on his IJH holdings is $5.55 Mil, reflecting a 43.58% gain to date.

Guidance Point Advisors, LLC IJH ($64.27) Holding Chart

Guidance Point Advisors, LLC IJH ($64.27) 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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