LeConte Wealth Management, LLC IJH Holdings History
Number of Shares
139,586.00
Current Holdings Value*
$8.66 Mil
% of Portfolio
5.86%
Total Estimate Gain
$64,410.41
% of Total Estimate Gain
0.57%
LeConte Wealth Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, LeConte Wealth Management, LLC held 139,586.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $8.66 Mil. This investment constitutes 5.86% of their stock portfolio, and LeConte 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 2025Q1. In addition, there have been 1 sales at an average price of $58.70 for 42,022.00 shares. Based on historical transaction data and IJH's current price of $63.59, LeConte Wealth Management, LLC's estimated gain on his IJH holdings is $64,410.41, reflecting a 0.57% gain to date.
LeConte Wealth Management, LLC IJH ($63.59) Holding Chart
LeConte Wealth Management, LLC IJH ($63.59) 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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