Number of Shares
635,682.00
Current Holdings Value*
$37.09 Mil
% of Portfolio
18.47%
Total Estimate Gain
$15.11 Mil
% of Total Estimate Gain
54.40%

New England Professional Planning Group Inc.'s iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, New England Professional Planning Group Inc. held 635,682.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $37.09 Mil. This investment constitutes 18.47% of their stock portfolio, and New England Professional Planning Group Inc. now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2015Q3. And since then New England Professional Planning Group Inc. has made 21 purchases of IJH, at an average price of $40.53, for a total of 685,139.00 shares. In addition, there have been 5 sales at an average price of $51.20 for 49,457.00 shares. Based on historical transaction data and IJH's current price of $63.46, New England Professional Planning Group Inc.'s estimated gain on his IJH holdings is $15.11 Mil, reflecting a 54.40% gain to date.

New England Professional Planning Group Inc. IJH ($63.46) Holding Chart

New England Professional Planning Group Inc. 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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