High Net Worth Advisory Group LLC IJH Holdings History
High Net Worth Advisory Group LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, High Net Worth Advisory Group LLC held 56,698.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.52 Mil. This investment constitutes 0.93% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 7 purchases of IJH, at an average price of $57.19, for a total of 92,266.00 shares. In addition, there have been 8 sales at an average price of $49.63 for 35,568.00 shares. Based on historical transaction data and IJH's current price of $63.44, High Net Worth Advisory Group LLC's estimated gain on his IJH holdings is $85,096.96, reflecting a 1.61% gain to date.
High Net Worth Advisory Group LLC IJH ($63.44) Holding Chart
High Net Worth Advisory Group LLC IJH ($63.44) 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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