Morningstar Income And Growth ETF Asset Allocation Portfolio IJH Holdings History
Morningstar Income and Growth ETF Asset Allocation Portfolio's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, ALPS Variable Investment Trust held 8,347.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $487,050.00. This investment constitutes 1% of their stock portfolio, and ALPS Variable Investment Trust now holds 0% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2019Q3. And since then Morningstar Income and Growth ETF Asset Allocation Portfolio has made 6 purchases of IJH, at an average price of $39.83, for a total of 91,980.00 shares. In addition, there have been 15 sales at an average price of $49.69 for 83,633.00 shares. Based on historical transaction data and IJH's current price of $62.81, Morningstar Income and Growth ETF Asset Allocation Portfolio's estimated gain on his IJH holdings is $1.02 Mil, reflecting a 27.73% gain to date.
Morningstar Income and Growth ETF Asset Allocation Portfolio IJH ($62.81) Holding Chart
Morningstar Income and Growth ETF Asset Allocation Portfolio IJH ($62.81) 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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