LWS Wealth Advisors, Inc. IJH Holdings History
LWS Wealth Advisors, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 169,325.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $9.39 Mil. This investment constitutes 3.52% of their stock portfolio, and LWS Wealth Advisors, Inc. 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 LWS Wealth Advisors, Inc. has made 8 purchases of IJH, at an average price of $40.34, for a total of 349,610.00 shares. In addition, there have been 8 sales at an average price of $45.74 for 180,285.00 shares. Based on historical transaction data and IJH's current price of $63.88, LWS Wealth Advisors, Inc.'s estimated gain on his IJH holdings is $4.96 Mil, reflecting a 35.17% gain to date.
LWS Wealth Advisors, Inc. IJH ($63.88) Holding Chart
LWS Wealth Advisors, Inc. IJH ($63.88) 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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