MFA Wealth Advisors, LLC IJJ Holdings History
Number of Shares
42,965.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
1.25%
Total Estimate Gain
$346,095.07
% of Total Estimate Gain
6.77%
MFA Wealth Advisors, LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-06-30, MFA Wealth Advisors, LLC held 42,965.00 shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling $5.31 Mil. This investment constitutes 1.25% of their stock portfolio, and MFA Wealth Advisors, LLC now holds 0.07% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2025Q1. And since then MFA Wealth Advisors, LLC has made 2 purchases of IJJ, at an average price of $119.06, for a total of 42,965.00 shares. Based on historical transaction data and IJJ's current price of $127.12, MFA Wealth Advisors, LLC's estimated gain on his IJJ holdings is $346,095.07, reflecting a 6.77% gain to date.
MFA Wealth Advisors, LLC IJJ ($127.12) Holding Chart
MFA Wealth Advisors, LLC IJJ ($127.12) 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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