Invst, LLC IJH Holdings History

Number of Shares
9,404.00
Current Holdings Value*
$548,720.00
% of Portfolio
0.07%
Total Estimate Gain
$3.91 Mil
% of Total Estimate Gain
3.85%

Invst, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Invst, LLC held 9,404.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $548,720.00. This investment constitutes 0.07% of their stock portfolio, and Invst, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then Invst, LLC has made 15 purchases of IJH, at an average price of $51.12, for a total of 1.99 Mil shares. In addition, there have been 10 sales at an average price of $53.03 for 1.98 Mil shares. Based on historical transaction data and IJH's current price of $63.35, Invst, LLC's estimated gain on his IJH holdings is $3.91 Mil, reflecting a 3.85% gain to date.

Invst, LLC IJH ($63.35) Holding Chart

Invst, LLC IJH ($63.35) 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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