Number of Shares
23,643.00
Current Holdings Value*
$2.86 Mil
% of Portfolio
2.63%
Total Estimate Gain
$185,952.35
% of Total Estimate Gain
2.70%

J2 Capital Management Inc's iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, J2 Capital Management Inc held 23,643.00 shares of iShares Core High Dividend ETF(HDV), totaling $2.86 Mil. This investment constitutes 2.63% of their stock portfolio, and J2 Capital Management Inc now holds 0.02% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2021Q4. And since then J2 Capital Management Inc has made 2 purchases of HDV, at an average price of $106.72, for a total of 64,478.00 shares. In addition, there have been 5 sales at an average price of $104.22 for 40,835.00 shares. Based on historical transaction data and HDV's current price of $118.89, J2 Capital Management Inc's estimated gain on his HDV holdings is $185,952.35, reflecting a 2.70% gain to date.

J2 Capital Management Inc HDV ($118.89) Holding Chart

J2 Capital Management Inc HDV ($118.89) 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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