Number of Shares
136,605.00
Current Holdings Value*
$6.61 Mil
% of Portfolio
6.39%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
12.30%

Harrison & Co Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2022-12-31, Harrison & Co Wealth Management, LLC held 136,605.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.61 Mil. This investment constitutes 6.39% of their stock portfolio, and Harrison & Co 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 2021Q4. And since then Harrison & Co Wealth Management, LLC has made 3 purchases of IJH, at an average price of $55.07, for a total of 148,660.00 shares. In addition, there have been 1 sales at an average price of $48.31 for 12,055.00 shares. Based on historical transaction data and IJH's current price of $63.04, Harrison & Co Wealth Management, LLC's estimated gain on his IJH holdings is $1.01 Mil, reflecting a 12.30% gain to date.

Harrison & Co Wealth Management, LLC IJH ($63.04) Holding Chart

Harrison & Co Wealth Management, LLC IJH ($63.04) 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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