Litman Gregory Wealth Management LLC IJH Holdings History
Litman Gregory Wealth Management LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 870,956.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $50.82 Mil. This investment constitutes 4.36% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.06% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q2. And since then Litman Gregory Wealth Management LLC has made 3 purchases of IJH, at an average price of $62.08, for a total of 871,536.00 shares. In addition, there have been 2 sales at an average price of $38.92 for 580.00 shares. Based on historical transaction data and IJH's current price of $63.04, Litman Gregory Wealth Management LLC's estimated gain on his IJH holdings is $818,805.64, reflecting a 1.51% gain to date.
Litman Gregory Wealth Management LLC IJH ($63.04) Holding Chart
Litman Gregory Wealth Management LLC IJH ($63.04) 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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