Number of Shares
8,933.00
Current Holdings Value*
$554,010.00
% of Portfolio
0.07%
Total Estimate Gain
$-51,343.50
% of Total Estimate Gain
-1.63%

HOWARD FINANCIAL SERVICES, LTD.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 8,933.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $554,010.00. This investment constitutes 0.07% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q1. And since then HOWARD FINANCIAL SERVICES, LTD. has made 9 purchases of IJH, at an average price of $60.54, for a total of 51,930.00 shares. In addition, there have been 5 sales at an average price of $58.74 for 42,997.00 shares. Based on historical transaction data and IJH's current price of $63.46, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his IJH holdings is $-51,343.50, reflecting a -1.63% gain to date.

HOWARD FINANCIAL SERVICES, LTD. IJH ($63.46) Holding Chart

HOWARD FINANCIAL SERVICES, LTD. IJH ($63.46) 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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