Number of Shares
189,788.00
Current Holdings Value*
$11.07 Mil
% of Portfolio
2.73%
Total Estimate Gain
$3.76 Mil
% of Total Estimate Gain
39.84%

Madison Wealth Partners, Inc's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Madison Wealth Partners, Inc held 189,788.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $11.07 Mil. This investment constitutes 2.73% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2020Q4. And since then Madison Wealth Partners, Inc has made 12 purchases of IJH, at an average price of $45.07, for a total of 209,188.00 shares. In addition, there have been 6 sales at an average price of $49.61 for 19,400.00 shares. Based on historical transaction data and IJH's current price of $64.40, Madison Wealth Partners, Inc's estimated gain on his IJH holdings is $3.76 Mil, reflecting a 39.84% gain to date.

Madison Wealth Partners, Inc IJH ($64.40) Holding Chart

Madison Wealth Partners, Inc 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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