Kerntke Otto McGlone Wealth Management Group IJH Holdings History
Kerntke Otto McGlone Wealth Management Group's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 33,530.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $2.08 Mil. This investment constitutes 1.65% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 16 purchases of IJH, at an average price of $47.74, for a total of 266,823.00 shares. In addition, there have been 6 sales at an average price of $57.72 for 233,293.00 shares. Based on historical transaction data and IJH's current price of $63.91, Kerntke Otto McGlone Wealth Management Group's estimated gain on his IJH holdings is $2.87 Mil, reflecting a 22.53% gain to date.
Kerntke Otto McGlone Wealth Management Group IJH ($63.91) Holding Chart
Kerntke Otto McGlone Wealth Management Group IJH ($63.91) 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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