MBL Wealth, LLC IJH Holdings History
MBL Wealth, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-06-30, MBL Wealth, LLC held 820,549.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $50.89 Mil. This investment constitutes 4.87% of their stock portfolio, and MBL Wealth, LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2020Q4. And since then MBL Wealth, LLC has made 13 purchases of IJH, at an average price of $50.16, for a total of 824,099.00 shares. In addition, there have been 1 sales at an average price of $50.72 for 3,550.00 shares. Based on historical transaction data and IJH's current price of $64.40, MBL Wealth, LLC's estimated gain on his IJH holdings is $11.69 Mil, reflecting a 28.27% gain to date.
MBL Wealth, LLC IJH ($64.40) Holding Chart
MBL Wealth, LLC 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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