NFP Retirement, Inc. IJH Holdings History

Number of Shares
365,071.00
Current Holdings Value*
$21.30 Mil
% of Portfolio
1.69%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
10.13%

NFP Retirement, Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, NFP Retirement, Inc. held 365,071.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $21.30 Mil. This investment constitutes 1.69% of their stock portfolio, and NFP Retirement, Inc. now holds 0.02% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2022Q1. And since then NFP Retirement, Inc. has made 9 purchases of IJH, at an average price of $57.63, for a total of 371,525.00 shares. In addition, there have been 3 sales at an average price of $58.27 for 6,454.00 shares. Based on historical transaction data and IJH's current price of $63.56, NFP Retirement, Inc.'s estimated gain on his IJH holdings is $2.17 Mil, reflecting a 10.13% gain to date.

NFP Retirement, Inc. IJH ($63.56) Holding Chart

NFP Retirement, Inc. IJH ($63.56) 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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