Number of Shares
77,565.00
Current Holdings Value*
$4.17 Mil
% of Portfolio
2.32%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
58.29%

Legacy Wealth Partners, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2021-06-30, Legacy Wealth Partners, Inc. held 77,565.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.17 Mil. This investment constitutes 2.32% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 4 purchases of IJH, at an average price of $39.43, for a total of 82,290.00 shares. In addition, there have been 2 sales at an average price of $45.33 for 4,725.00 shares. Based on historical transaction data and IJH's current price of $63.46, Legacy Wealth Partners, Inc.'s estimated gain on his IJH holdings is $1.89 Mil, reflecting a 58.29% gain to date.

Legacy Wealth Partners, Inc. IJH ($63.46) Holding Chart

Legacy Wealth Partners, Inc. IJH ($63.46) 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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