Number of Shares
792,654.00
Current Holdings Value*
$49.16 Mil
% of Portfolio
4.31%
Total Estimate Gain
$28.90 Mil
% of Total Estimate Gain
44.40%

Magnus Financial Group LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Magnus Financial Group LLC held 792,654.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $49.16 Mil. This investment constitutes 4.31% of their stock portfolio, and Magnus Financial Group LLC now holds 0.05% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2018Q4. And since then Magnus Financial Group LLC has made 23 purchases of IJH, at an average price of $39.19, for a total of 1.66 Mil shares. In addition, there have been 2 sales at an average price of $49.92 for 868,185.00 shares. Based on historical transaction data and IJH's current price of $63.88, Magnus Financial Group LLC's estimated gain on his IJH holdings is $28.90 Mil, reflecting a 44.40% gain to date.

Magnus Financial Group LLC IJH ($63.88) Holding Chart

Magnus Financial Group LLC IJH ($63.88) 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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