Number of Shares
190,832.00
Current Holdings Value*
$11.84 Mil
% of Portfolio
3.67%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
8.10%

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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