Number of Shares
1.23 Mil
Current Holdings Value*
$67.77 Mil
% of Portfolio
14.61%
Total Estimate Gain
$31.16 Mil
% of Total Estimate Gain
55.22%

Leonard Rickey Investment Advisors P.L.L.C.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Leonard Rickey Investment Advisors P.L.L.C. held 1.23 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $67.77 Mil. This investment constitutes 14.61% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.08% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q2. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 16 purchases of IJH, at an average price of $39.62, for a total of 1.42 Mil shares. In addition, there have been 13 sales at an average price of $47.82 for 193,390.00 shares. Based on historical transaction data and IJH's current price of $63.65, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his IJH holdings is $31.16 Mil, reflecting a 55.22% gain to date.

Leonard Rickey Investment Advisors P.L.L.C. IJH ($63.65) Holding Chart

Leonard Rickey Investment Advisors P.L.L.C. IJH ($63.65) 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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