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 %

Top Ranked Articles

  • 1