Number of Shares
1.35 Mil
Current Holdings Value*
$78.49 Mil
% of Portfolio
5.23%
Total Estimate Gain
$60.63 Mil
% of Total Estimate Gain
47.84%

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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