Number of Shares
4.88 Mil
Current Holdings Value*
$284.90 Mil
% of Portfolio
2.15%
Total Estimate Gain
$72.27 Mil
% of Total Estimate Gain
28.03%

MAI Capital Management's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, MAI Capital Management held 4.88 Mil shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $284.90 Mil. This investment constitutes 2.15% of their stock portfolio, and MAI Capital Management now holds 0.32% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2014Q4. And since then MAI Capital Management has made 31 purchases of IJH, at an average price of $48.37, for a total of 5.33 Mil shares. In addition, there have been 3 sales at an average price of $35.02 for 447,780.00 shares. Based on historical transaction data and IJH's current price of $64.40, MAI Capital Management's estimated gain on his IJH holdings is $72.27 Mil, reflecting a 28.03% gain to date.

MAI Capital Management IJH ($64.40) Holding Chart

MAI Capital Management IJH ($64.40) 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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