KFA Private Wealth Group, LLC IJH Holdings History
KFA Private Wealth Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, KFA Private Wealth Group, LLC held 190,832.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $11.84 Mil. This investment constitutes 3.67% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q4. And since then KFA Private Wealth Group, LLC has made 15 purchases of IJH, at an average price of $44.80, for a total of 614,333.00 shares. In addition, there have been 7 sales at an average price of $41.50 for 423,501.00 shares. Based on historical transaction data and IJH's current price of $63.80, KFA Private Wealth Group, LLC's estimated gain on his IJH holdings is $2.23 Mil, reflecting a 8.10% gain to date.
KFA Private Wealth Group, LLC IJH ($63.80) Holding Chart
KFA Private Wealth Group, LLC IJH ($63.80) 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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