Leverty Financial Group, LLC IJH Holdings History
Leverty Financial Group, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, Leverty Financial Group, LLC held 97,978.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $6.08 Mil. This investment constitutes 1.81% of their stock portfolio, and Leverty Financial Group, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2021Q4. And since then Leverty Financial Group, LLC has made 5 purchases of IJH, at an average price of $56.21, for a total of 114,619.00 shares. In addition, there have been 9 sales at an average price of $55.88 for 16,641.00 shares. Based on historical transaction data and IJH's current price of $63.46, Leverty Financial Group, LLC's estimated gain on his IJH holdings is $704,830.47, reflecting a 10.94% gain to date.
Leverty Financial Group, LLC IJH ($63.46) Holding Chart
Leverty Financial Group, LLC 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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