Independent Solutions Wealth Management, LLC IJJ Holdings History
Independent Solutions Wealth Management, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-03-31, Independent Solutions Wealth Management, LLC held 10,994.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $1.32 Mil. This investment constitutes 0.29% of their stock portfolio, and Independent Solutions Wealth Management, LLC now holds 0.02% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2025Q1. And since then Independent Solutions Wealth Management, LLC has made 1 purchases of IJJ, at an average price of $125.21, for a total of 10,994.00 shares. Based on historical transaction data and IJJ's current price of $128.92, Independent Solutions Wealth Management, LLC's estimated gain on his IJJ holdings is $40,821.82, reflecting a 2.97% gain to date.
Independent Solutions Wealth Management, LLC IJJ ($128.92) Holding Chart
Independent Solutions Wealth Management, LLC IJJ ($128.92) 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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