Number of Shares
65,351.00
Current Holdings Value*
$3.81 Mil
% of Portfolio
2.86%
Total Estimate Gain
$-78,522.76
% of Total Estimate Gain
-1.81%

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

As of 2025-03-31, Inman Jager Wealth Management, LLC held 65,351.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $3.81 Mil. This investment constitutes 2.86% of their stock portfolio, and Inman Jager Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $62.10 for 2,259.00 shares. Based on historical transaction data and IJH's current price of $63.04, Inman Jager Wealth Management, LLC's estimated gain on his IJH holdings is $-78,522.76, reflecting a -1.81% gain to date.

Inman Jager Wealth Management, LLC IJH ($63.04) Holding Chart

Inman Jager 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 %

Top Ranked Articles

  • 1