Number of Shares
191,689.00
Current Holdings Value*
$11.19 Mil
% of Portfolio
1.98%
Total Estimate Gain
$10.06 Mil
% of Total Estimate Gain
66.42%

Montecito Bank & Trust's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Montecito Bank & Trust held 191,689.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $11.19 Mil. This investment constitutes 1.98% of their stock portfolio, and Montecito Bank & Trust now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2014Q1. And since then Montecito Bank & Trust has made 8 purchases of IJH, at an average price of $27.93, for a total of 542,331.00 shares. In addition, there have been 27 sales at an average price of $37.19 for 350,642.00 shares. Based on historical transaction data and IJH's current price of $63.46, Montecito Bank & Trust's estimated gain on his IJH holdings is $10.06 Mil, reflecting a 66.42% gain to date.

Montecito Bank & Trust IJH ($63.46) Holding Chart

Montecito Bank & Trust IJH ($63.46) 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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