JSF Financial, LLC IJH Holdings History

Number of Shares
157,527.00
Current Holdings Value*
$9.19 Mil
% of Portfolio
2.42%
Total Estimate Gain
$3.58 Mil
% of Total Estimate Gain
9.81%

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

As of 2025-03-31, JSF Financial, LLC held 157,527.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $9.19 Mil. This investment constitutes 2.42% of their stock portfolio, and JSF Financial, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q4. And since then JSF Financial, LLC has made 11 purchases of IJH, at an average price of $45.09, for a total of 809,085.00 shares. In addition, there have been 13 sales at an average price of $46.12 for 651,558.00 shares. Based on historical transaction data and IJH's current price of $63.50, JSF Financial, LLC's estimated gain on his IJH holdings is $3.58 Mil, reflecting a 9.81% gain to date.

JSF Financial, LLC IJH ($63.50) Holding Chart

JSF Financial, LLC IJH ($63.50) 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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