JFS WEALTH ADVISORS, LLC IJH Holdings History
JFS WEALTH ADVISORS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 698,268.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $40.74 Mil. This investment constitutes 2.76% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2014Q2. And since then JFS WEALTH ADVISORS, LLC has made 17 purchases of IJH, at an average price of $39.77, for a total of 936,441.00 shares. In addition, there have been 19 sales at an average price of $41.82 for 238,173.00 shares. Based on historical transaction data and IJH's current price of $63.46, JFS WEALTH ADVISORS, LLC's estimated gain on his IJH holdings is $17.03 Mil, reflecting a 45.72% gain to date.
JFS WEALTH ADVISORS, LLC IJH ($63.46) Holding Chart
JFS WEALTH ADVISORS, LLC IJH ($63.46) 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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