Number of Shares
91,281.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
2.35%
Total Estimate Gain
$139,154.95
% of Total Estimate Gain
0.71%

Landmark Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Landmark Wealth Management, LLC held 91,281.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $5.33 Mil. This investment constitutes 2.35% of their stock portfolio, and Landmark Wealth Management, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q4. And since then Landmark Wealth Management, LLC has made 8 purchases of IJH, at an average price of $54.64, for a total of 360,248.00 shares. In addition, there have been 5 sales at an average price of $52.05 for 268,967.00 shares. Based on historical transaction data and IJH's current price of $63.80, Landmark Wealth Management, LLC's estimated gain on his IJH holdings is $139,154.95, reflecting a 0.71% gain to date.

Landmark Wealth Management, LLC IJH ($63.80) Holding Chart

Landmark Wealth Management, 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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