Legacy Wealth Management, Inc IJH Holdings History
Legacy Wealth Management, Inc's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 1.35 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $78.49 Mil. This investment constitutes 5.23% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.09% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2014Q4. And since then Legacy Wealth Management, Inc has made 12 purchases of IJH, at an average price of $33.09, for a total of 3.83 Mil shares. In addition, there have been 22 sales at an average price of $40.60 for 2.48 Mil shares. Based on historical transaction data and IJH's current price of $64.30, Legacy Wealth Management, Inc's estimated gain on his IJH holdings is $60.63 Mil, reflecting a 47.84% gain to date.
Legacy Wealth Management, Inc IJH ($64.30) Holding Chart
Legacy Wealth Management, Inc IJH ($64.30) 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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