Marmo Financial Group, LLC JKH Holdings History
Marmo Financial Group, LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary
As of 2025-06-30, Marmo Financial Group, LLC held 111,569.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $8.95 Mil. This investment constitutes 4.46% of their stock portfolio, and Marmo Financial Group, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.
The initial trade took place in 2023Q1. And since then Marmo Financial Group, LLC has made 4 purchases of JKH, at an average price of $57.68, for a total of 215,767.00 shares. In addition, there have been 6 sales at an average price of $69.34 for 104,198.00 shares. Based on historical transaction data and JKH's current price of $374.17, Marmo Financial Group, LLC's estimated gain on his JKH holdings is $36.53 Mil, reflecting a 293.48% gain to date.
Marmo Financial Group, LLC JKH ($374.17) Holding Chart
Marmo Financial Group, LLC JKH ($374.17) 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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