MPWM ADVISORY SOLUTIONS, LLC IJH Holdings History
Number of Shares
25,620.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
1.09%
Total Estimate Gain
$24,693.99
% of Total Estimate Gain
1.54%
MPWM ADVISORY SOLUTIONS, LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 25,620.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $1.49 Mil. This investment constitutes 1.09% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2024Q4. And since then MPWM ADVISORY SOLUTIONS, LLC has made 1 purchases of IJH, at an average price of $62.50, for a total of 25,620.00 shares. Based on historical transaction data and IJH's current price of $63.46, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his IJH holdings is $24,693.99, reflecting a 1.54% gain to date.
MPWM ADVISORY SOLUTIONS, LLC IJH ($63.46) Holding Chart
MPWM ADVISORY SOLUTIONS, LLC IJH ($63.46) 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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