Number of Shares
66,465.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
2.83%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
46.80%

LifeSteps Financial, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, LifeSteps Financial, Inc. held 66,465.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $4.12 Mil. This investment constitutes 2.83% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 4 purchases of IJH, at an average price of $39.87, for a total of 113,063.00 shares. In addition, there have been 18 sales at an average price of $51.01 for 46,598.00 shares. Based on historical transaction data and IJH's current price of $63.80, LifeSteps Financial, Inc.'s estimated gain on his IJH holdings is $2.11 Mil, reflecting a 46.80% gain to date.

LifeSteps Financial, Inc. IJH ($63.80) Holding Chart

LifeSteps Financial, Inc. IJH ($63.80) 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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