JOURNEY STRATEGIC WEALTH LLC IJH Holdings History
JOURNEY STRATEGIC WEALTH LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 389,152.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $22.71 Mil. This investment constitutes 0.79% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.03% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2021Q4. And since then JOURNEY STRATEGIC WEALTH LLC has made 5 purchases of IJH, at an average price of $52.95, for a total of 2.10 Mil shares. In addition, there have been 7 sales at an average price of $53.89 for 1.71 Mil shares. Based on historical transaction data and IJH's current price of $63.79, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his IJH holdings is $5.82 Mil, reflecting a 5.24% gain to date.
JOURNEY STRATEGIC WEALTH LLC IJH ($63.79) Holding Chart
JOURNEY STRATEGIC WEALTH LLC IJH ($63.79) 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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