Number of Shares
25,620.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
1.09%
Total Estimate Gain
$27,640.29
% of Total Estimate Gain
1.73%

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 $63.58, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his IJH holdings is $27,640.29, reflecting a 1.73% gain to date.

MPWM ADVISORY SOLUTIONS, LLC IJH ($63.58) Holding Chart

MPWM ADVISORY SOLUTIONS, LLC IJH ($63.58) 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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