Linscomb Wealth, Inc. IJH Holdings History

Number of Shares
1.56 Mil
Current Holdings Value*
$91.07 Mil
% of Portfolio
4.54%
Total Estimate Gain
$76.40 Mil
% of Total Estimate Gain
92.77%

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

As of 2025-03-31, Linscomb Wealth, Inc. held 1.56 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $91.07 Mil. This investment constitutes 4.54% of their stock portfolio, and Linscomb Wealth, Inc. now holds 0.1% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2013Q4. And since then Linscomb Wealth, Inc. has made 11 purchases of IJH, at an average price of $27.26, for a total of 3.02 Mil shares. In addition, there have been 26 sales at an average price of $40.52 for 1.46 Mil shares. Based on historical transaction data and IJH's current price of $63.80, Linscomb Wealth, Inc.'s estimated gain on his IJH holdings is $76.40 Mil, reflecting a 92.77% gain to date.

Linscomb Wealth, Inc. IJH ($63.80) Holding Chart

Linscomb Wealth, 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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