Number of Shares
238,335.00
Current Holdings Value*
$14.78 Mil
% of Portfolio
6.28%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
12.56%

Mechanics Financial Corp's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-06-30, Mechanics Financial Corp held 238,335.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $14.78 Mil. This investment constitutes 6.28% of their stock portfolio, and Mechanics Financial Corp now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2021Q4. And since then Mechanics Financial Corp has made 5 purchases of IJH, at an average price of $55.67, for a total of 280,977.00 shares. In addition, there have been 9 sales at an average price of $53.29 for 42,642.00 shares. Based on historical transaction data and IJH's current price of $64.35, Mechanics Financial Corp's estimated gain on his IJH holdings is $1.97 Mil, reflecting a 12.56% gain to date.

Mechanics Financial Corp IJH ($64.35) Holding Chart

Mechanics Financial Corp IJH ($64.35) 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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